Cahill Financial Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Cahill Financial Advisors’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	$549K	Sell	10,544 -285	-3%	-$14.8K	0.05%	175
2026 Q1	$560K	Hold	10,829	–	–	0.06%	168
2025 Q4	$561K	Buy	10,829 +892	+9%	+$47.1K	0.06%	164
2025 Q3	$529K	Hold	9,937	–	–	0.06%	171
2025 Q2	$521K	Hold	9,937	–	–	0.06%	166
2025 Q1	$512K	Buy	9,937 +9	+0.1%	+$461	0.07%	163
2024 Q4	$506K	Sell	9,928 -562	-5%	-$29.3K	0.07%	159
2024 Q3	$558K	Buy	10,490 +27	+0.3%	+$1.41K	0.08%	155
2024 Q2	$535K	Buy	10,463 +19	+0.2%	+$971	0.07%	169
2024 Q1	$541K	Buy	10,444 +3,336	+47%	+$172K	0.07%	168
2023 Q4	$369K	Buy	7,108 +1,972	+38%	+$99K	0.05%	185
2023 Q3	$256K	Buy	+5,136	New	+$261K	0.04%	212

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 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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Cahill Financial Advisors's DFSB Position: Q2 2026 in Review

Cahill Financial Advisors reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 2.6% in Q2 2026, selling an estimated $14.8K and leaving 10,544 shares worth $549K. The position accounts for 0.05% of the portfolio, ranked #175.

Cahill Financial Advisors first reported a position in DFSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $561K in Q4 2025. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Cahill Financial Advisors held 10,544 shares of Dimensional Global Sustainability Fixed Income ETF worth $549K as of Q2 2026.
Cahill Financial Advisors sold 285 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $14.8K.
Dimensional Global Sustainability Fixed Income ETF made up 0.05% of Cahill Financial Advisors's portfolio in Q2 2026, its #175 holding.
Cahill Financial Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
Cahill Financial Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $561K in Q4 2025.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.