Sax Wealth Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Sax Wealth 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
2025 Q2	$289K	Sell
2025 Q1	$415K	Sell
2024 Q4	$642K	Buy
2024 Q3	$444K	Hold
2024 Q2	$427K	Buy