Cardiff Park Advisors
DFSB icon

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
Q3 		$114K Buy
2,304
+143
+7% +$7.27K 0.01% 328
2026
Q2 		$113K Buy
2,161
+22
+1% +$1.14K 0.01% 301
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

Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Parkshore Wealth Management
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
Momentous Wealth Management
Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Cardiff Park Advisors's DFSB Position: Q3 2026 in Review

Cardiff Park Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 6.6% in Q3 2026, buying an estimated $7.27K and bringing the position to 2,304 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #328.

Cardiff Park Advisors first reported a position in DFSB in Q1 2023 and has held it in 15 quarters since. 89 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

  • Cardiff Park Advisors held 2,304 shares of Dimensional Global Sustainability Fixed Income ETF worth $114K as of Q3 2026.
  • Cardiff Park Advisors bought 143 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $7.27K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q3 2026, its #328 holding.
  • Cardiff Park Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2023 and has held it in 15 quarters since.
  • 89 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Cardiff Park Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.