Wealth Advisors Northwest’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Wealth Advisors Northwest’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	$1.22M	Buy	24,595 +3,438	+16%	+$175K	0.41%	30
2026 Q2	$1.1M	Buy	21,157 +3,619	+21%	+$188K	0.38%	30
2026 Q1	$907K	Buy	17,538 +1,153	+7%	+$60K	0.38%	32
2025 Q4	$849K	Buy	16,385 +3,545	+28%	+$187K	0.38%	32
2025 Q3	$684K	Buy	12,840 +2,229	+21%	+$117K	0.33%	33
2025 Q2	$556K	Buy	10,611 +354	+3%	+$18.3K	0.29%	35
2025 Q1	$528K	Buy	10,257 +1,569	+18%	+$80.4K	0.33%	32
2024 Q4	$443K	Buy	+8,688	New	+$453K	0.3%	37

Other funds holding DFSB

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Seeds Investor New York $1B AUM 28.17% 1-Year Est. Return

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 1-Year Est. Return

Wealth Advisors Northwest's DFSB Position: Q3 2026 in Review

Wealth Advisors Northwest increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 16% in Q3 2026, buying an estimated $175K and bringing the position to 24,595 shares worth $1.22M. The position accounts for 0.41% of the portfolio, ranked #30.

Wealth Advisors Northwest first reported a position in DFSB in Q4 2024 and has held it in 8 quarters since. 108 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

Wealth Advisors Northwest held 24,595 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.22M as of Q3 2026.
Wealth Advisors Northwest bought 3,438 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $175K.
Dimensional Global Sustainability Fixed Income ETF made up 0.41% of Wealth Advisors Northwest's portfolio in Q3 2026, its #30 holding.
Wealth Advisors Northwest first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
108 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Wealth Advisors Northwest's 13F filing for Q3 2026, filed 29 Oct 2026.