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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return