Wealth Enhancement Advisory Services’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Wealth Enhancement Advisory Services’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	$5.26M	Buy	101,695 +7,029	+7%	+$366K	0.01%	976
2026 Q1	$4.91M	Buy	94,666 +1,884	+2%	+$98.1K	0.01%	909
2025 Q4	$4.81M	Buy	92,782 +1,749	+2%	+$92.3K	0.01%	1037
2025 Q3	$4.86M	Buy	91,033 +7,502	+9%	+$395K	0.01%	963
2025 Q2	$4.37M	Buy	83,531 +2,681	+3%	+$138K	0.01%	961
2025 Q1	$4.16M	Buy	80,850 +5,830	+8%	+$299K	0.01%	898
2024 Q4	$3.82M	Buy	75,020 +7,362	+11%	+$384K	0.01%	896
2024 Q3	$3.6M	Buy	67,658 +11,320	+20%	+$592K	0.01%	831
2024 Q2	$2.88M	Buy	+56,338	New	+$2.88M	0.01%	864

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

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

WAN

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 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 Enhancement Advisory Services's DFSB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 7.4% in Q2 2026, buying an estimated $366K and bringing the position to 101,695 shares worth $5.26M. The position accounts for 0.01% of the portfolio, ranked #976.

Wealth Enhancement Advisory Services first reported a position in DFSB in Q2 2024 and has held it in 9 quarters since. 25 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Wealth Enhancement Advisory Services held 101,695 shares of Dimensional Global Sustainability Fixed Income ETF worth $5.26M as of Q2 2026.
Wealth Enhancement Advisory Services bought 7,029 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $366K.
Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #976 holding.
Wealth Enhancement Advisory Services first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
25 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.