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DFSB icon

WPWealth’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

WPWealth’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 		$601K Buy
11,529
+71
+0.6% +$3.69K 0.09% 59
2026
Q1 		$593K Buy
11,458
+1
+0% +$52 0.09% 60
2025
Q4 		$593K Buy
11,457
+322
+3% +$17K 0.09% 58
2025
Q3 		$593K Hold
11,135
– – 0.1% 58
2025
Q2 		$584K Sell
11,135
-598
-5% -$30.8K 0.11% 55
2025
Q1 		$604K Buy
11,733
+1,102
+10% +$56.4K 0.12% 49
2024
Q4 		$542K Buy
10,631
+1,072
+11% +$55.9K 0.11% 53
2024
Q3 		$508K Buy
+9,559
New +$500K 0.11% 47

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

WPWealth's DFSB Position: Q2 2026 in Review

WPWealth increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.62% in Q2 2026, buying an estimated $3.69K and bringing the position to 11,529 shares worth $601K. The position accounts for 0.09% of the portfolio, ranked #59.

WPWealth first reported a position in DFSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $604K in Q1 2025. 122 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • WPWealth held 11,529 shares of Dimensional Global Sustainability Fixed Income ETF worth $601K as of Q2 2026.
  • WPWealth bought 71 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $3.69K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.09% of WPWealth's portfolio in Q2 2026, its #59 holding.
  • WPWealth first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • WPWealth's Dimensional Global Sustainability Fixed Income ETF position peaked at $604K in Q1 2025.
  • 122 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.