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

Savant Capital’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
2025
Q2 		– Sell
-5,178
Closed -$267K – 1237
2025
Q1 		$267K Buy
5,178
+485
+10% +$24.8K ﹤0.01% 887
2024
Q4 		$239K Buy
+4,693
New +$245K ﹤0.01% 1229

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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BOC
Blue Oak Capital Menlo Park, California $190M AUM
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
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
MWM
Momentous Wealth Management Vancouver, Washington $175M AUM 14.91% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return

Savant Capital's DFSB Position: Q2 2025 in Review

Savant Capital sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q2 2025, closing a stake of 5,178 shares — an estimated $267K sold.

Savant Capital first reported a position in DFSB in Q4 2024 and held it in 2 quarters. The position peaked at $267K in Q1 2025. 93 funds tracked by Wall St. Rank hold DFSB as of Q2 2025.

  • Savant Capital reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Savant Capital sold 5,178 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2025, an estimated $267K.
  • Savant Capital first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and held it in 2 quarters.
  • Savant Capital's Dimensional Global Sustainability Fixed Income ETF position peaked at $267K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2025.

Based on Savant Capital's 13F filing for Q2 2025, filed 6 Aug 2025.