Tanager Wealth Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Tanager Wealth Management’s Portfolio DFSB Stock Details DFSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.34M	Buy	25,926 +145	+0.6%	+$7.55K	0.13%	46
2025 Q4	$1.34M	Hold	25,781	–	–	0.13%	46
2025 Q3	$1.37M	Buy	25,781 +2,055	+9%	+$108K	0.14%	48
2025 Q2	$1.24M	Buy	23,726 +321	+1%	+$16.6K	0.15%	46
2025 Q1	$1.21M	Buy	23,405 +869	+4%	+$44.5K	0.16%	40
2024 Q4	$1.15M	Buy	22,536 +17,433	+342%	+$909K	0.15%	40
2024 Q3	$271K	Sell	5,103 -284	-5%	-$14.9K	0.04%	89
2024 Q2	$275K	Buy	5,387 +167	+3%	+$8.53K	0.04%	77
2024 Q1	$270K	Buy	+5,220	New	+$269K	0.04%	77
2023 Q4	–	Sell	-6,176	Closed	-$308K	–	81
2023 Q3	$308K	Buy	6,176 +1,341	+28%	+$68.2K	0.06%	62
2023 Q2	$247K	Buy	+4,835	New	+$249K	0.05%	74

Other funds holding DFSB

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Tanager Wealth Management's DFSB Position: Q1 2026 in Review

Tanager Wealth Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.56% in Q1 2026, buying an estimated $7.55K and bringing the position to 25,926 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #46.

Tanager Wealth Management first reported a position in DFSB in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q3 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Tanager Wealth Management held 25,926 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.34M as of Q1 2026.
Tanager Wealth Management bought 145 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $7.55K.
Dimensional Global Sustainability Fixed Income ETF made up 0.13% of Tanager Wealth Management's portfolio in Q1 2026, its #46 holding.
Tanager Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2023 and has held it in 11 quarters since.
Tanager Wealth Management's Dimensional Global Sustainability Fixed Income ETF position peaked at $1.37M in Q3 2025.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Tanager Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.