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 Q3	$5.1M	Buy	102,348 +653	+0.6%	+$33.2K	0.01%	1076
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

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

CWD

Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Beacon Hill Wealth Management Victoria $164M AUM

Wealth Enhancement Advisory Services's DFSB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.64% in Q3 2026, buying an estimated $33.2K and bringing the position to 102,348 shares worth $5.1M. The position accounts for 0.01% of the portfolio, ranked #1076.

Wealth Enhancement Advisory Services first reported a position in DFSB in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.26M in Q2 2026. 39 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

Wealth Enhancement Advisory Services held 102,348 shares of Dimensional Global Sustainability Fixed Income ETF worth $5.1M as of Q3 2026.
Wealth Enhancement Advisory Services bought 653 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $33.2K.
Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1076 holding.
Wealth Enhancement Advisory Services first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Dimensional Global Sustainability Fixed Income ETF position peaked at $5.26M in Q2 2026.
39 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.