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 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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Sax Wealth Advisors's DFSB Position: Q2 2026 in Review

Sax Wealth Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 6.3% in Q2 2026, buying an estimated $24.2K and bringing the position to 7,831 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #386.

Sax Wealth Advisors first reported a position in DFSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $642K in Q4 2024. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Sax Wealth Advisors held 7,831 shares of Dimensional Global Sustainability Fixed Income ETF worth $405K as of Q2 2026.
Sax Wealth Advisors bought 465 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $24.2K.
Dimensional Global Sustainability Fixed Income ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #386 holding.
Sax Wealth Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $642K in Q4 2024.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.