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 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

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

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 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

Wealthcare Advisory Partners's DFSB Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 5.4% in Q2 2026, buying an estimated $19K and bringing the position to 7,131 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #801.

Wealthcare Advisory Partners first reported a position in DFSB in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Wealthcare Advisory Partners held 7,131 shares of Dimensional Global Sustainability Fixed Income ETF worth $372K as of Q2 2026.
Wealthcare Advisory Partners bought 366 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $19K.
Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #801 holding.
Wealthcare Advisory Partners first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.