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 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

QFA

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Wealth Advisors Northwest's DFSB Position: Q2 2026 in Review

Wealth Advisors Northwest increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 21% in Q2 2026, buying an estimated $188K and bringing the position to 21,157 shares worth $1.1M. The position accounts for 0.38% of the portfolio, ranked #30.

Wealth Advisors Northwest first reported a position in DFSB in Q4 2024 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Wealth Advisors Northwest held 21,157 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.1M as of Q2 2026.
Wealth Advisors Northwest bought 3,619 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $188K.
Dimensional Global Sustainability Fixed Income ETF made up 0.38% of Wealth Advisors Northwest's portfolio in Q2 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 7 quarters since.
25 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.