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
2026 Q3	–	Sell	-7,831	Closed	-$405K	–	755
2026 Q2	$405K	Buy	7,831 +465	+6%	+$24.2K	0.02%	386
2026 Q1	$382K	Hold	7,366	–	–	0.02%	344
2025 Q4	$382K	Buy	7,366 +1,712	+30%	+$90.3K	0.02%	351
2025 Q3	$301K	Buy	5,654 +151	+3%	+$7.95K	0.02%	348
2025 Q2	$289K	Sell	5,503 -2,546	-32%	-$131K	0.02%	346
2025 Q1	$415K	Sell	8,049 -4,555	-36%	-$233K	0.03%	244
2024 Q4	$642K	Buy	12,604 +4,251	+51%	+$222K	0.05%	165
2024 Q3	$444K	Hold	8,353	–	–	0.04%	172
2024 Q2	$427K	Buy	+8,353	New	+$427K	0.04%	163

Other funds holding DFSB

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

CWD

Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Sax Wealth Advisors's DFSB Position: Q3 2026 in Review

Sax Wealth Advisors sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q3 2026, closing a stake of 7,831 shares — an estimated $405K sold.

Sax Wealth Advisors first reported a position in DFSB in Q2 2024 and held it in 9 quarters. The position peaked at $642K in Q4 2024. 39 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

Sax Wealth Advisors reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q3 2026 after selling out during the quarter.
Sax Wealth Advisors sold 7,831 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $405K.
Sax Wealth Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2024 and held it in 9 quarters.
Sax Wealth Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $642K in Q4 2024.
39 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.