Tanager Wealth Management
DFSB icon

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
Q3 		$1.35M Sell
27,172
-190
-0.7% -$9.7K 0.11% 54
2026
Q2 		$1.43M Buy
27,362
+1,436
+6% +$74.7K 0.12% 49
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

Parkshore Wealth Management
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
Momentous Wealth Management
Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Beacon Hill Wealth Management
Beacon Hill Wealth Management Victoria $164M AUM
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Tanager Wealth Management's DFSB Position: Q3 2026 in Review

Tanager Wealth Management reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.69% in Q3 2026, selling an estimated $9.7K and leaving 27,172 shares worth $1.35M. The position accounts for 0.11% of the portfolio, ranked #54.

Tanager Wealth Management first reported a position in DFSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.43M in Q2 2026. 35 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

  • Tanager Wealth Management held 27,172 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.35M as of Q3 2026.
  • Tanager Wealth Management sold 190 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $9.7K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.11% of Tanager Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Tanager Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Tanager Wealth Management's Dimensional Global Sustainability Fixed Income ETF position peaked at $1.43M in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.