SWG
DFSB icon

Summit Wealth Group’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Summit Wealth Group’s Portfolio DFSB Stock Details DFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$423K Buy
8,060
+3,280
+69% +$172K 0.11% 71
2025
Q1 		$246K Buy
+4,780
New +$246K 0.07% 90