Wealthcare Advisory Partners’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Wealthcare Advisory Partners’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	$387K	Buy	7,817 +686	+10%	+$34.9K	0.01%	819
2026 Q2	$372K	Buy	7,131 +366	+5%	+$19K	0.01%	801
2026 Q1	$350K	Hold	6,765	–	–	0.01%	820
2025 Q4	$350K	Hold	6,765	–	–	0.01%	811
2025 Q3	$360K	Hold	6,765	–	–	0.01%	782
2025 Q2	$355K	Hold	6,765	–	–	0.01%	736
2025 Q1	$348K	Buy	+6,765	New	+$346K	0.01%	688

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Wealthcare Advisory Partners's DFSB Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 9.6% in Q3 2026, buying an estimated $34.9K and bringing the position to 7,817 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #819.

Wealthcare Advisory Partners first reported a position in DFSB in Q1 2025 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

Wealthcare Advisory Partners held 7,817 shares of Dimensional Global Sustainability Fixed Income ETF worth $387K as of Q3 2026.
Wealthcare Advisory Partners bought 686 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $34.9K.
Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #819 holding.
Wealthcare Advisory Partners first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
39 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.