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Cardiff Park Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Cardiff Park 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
Q1 		$111K Hold
2,139
– – 0.01% 311
2025
Q4 		$111K Buy
2,139
+294
+16% +$15.5K 0.01% 296
2025
Q3 		$98.3K Hold
1,845
– – 0.01% 318
2025
Q2 		$96.7K Hold
1,845
– – 0.01% 290
2025
Q1 		$95K Buy
1,845
+4
+0.2% +$205 0.01% 290
2024
Q4 		$93.8K Buy
1,841
+44
+2% +$2.29K 0.01% 283
2024
Q3 		$95.5K Buy
1,797
+10
+0.6% +$523 0.01% 280
2024
Q2 		$91.3K Buy
1,787
+15
+0.8% +$766 0.01% 275
2024
Q1 		$91.8K Buy
1,772
+314
+22% +$16.2K 0.01% 293
2023
Q4 		$75.7K Buy
1,458
+51
+4% +$2.56K 0.01% 275
2023
Q3 		$70.1K Buy
1,407
+8
+0.6% +$407 0.01% 259
2023
Q2 		$71.6K Buy
1,399
+12
+0.9% +$618 0.01% 273
2023
Q1 		$71.9K Buy
+1,387
New +$71.2K 0.01% 269

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Cardiff Park Advisors's DFSB Position: Q1 2026 in Review

Cardiff Park Advisors held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q1 2026 at 2,139 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #311.

Cardiff Park Advisors first reported a position in DFSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $111K in Q4 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Cardiff Park Advisors held 2,139 shares of Dimensional Global Sustainability Fixed Income ETF worth $111K as of Q1 2026.
  • Cardiff Park Advisors left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #311 holding.
  • Cardiff Park Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
  • Cardiff Park Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $111K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.