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

Strathmore Capital 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
Q1 		$911K Hold
17,468
– – 0.26% 54
2025
Q4 		$905K Buy
17,468
+319
+2% +$16.8K 0.3% 44
2025
Q3 		$914K Hold
17,149
– – 0.37% 38
2025
Q2 		$896K Buy
+17,149
New +$884K 0.4% 37

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
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
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Strathmore Capital Advisors's DFSB Position: Q1 2026 in Review

Strathmore Capital Advisors held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q1 2026 at 17,468 shares worth $911K. The position accounts for 0.26% of the portfolio, ranked #54.

Strathmore Capital Advisors first reported a position in DFSB in Q2 2025 and has held it in 4 quarters since. The position peaked at $914K in Q3 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Strathmore Capital Advisors held 17,468 shares of Dimensional Global Sustainability Fixed Income ETF worth $911K as of Q1 2026.
  • Strathmore Capital Advisors left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.26% of Strathmore Capital Advisors's portfolio in Q1 2026, its #54 holding.
  • Strathmore Capital Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Strathmore Capital Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $914K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Strathmore Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.