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 Q3	$907K	Buy	17,915 +290	+2%	+$14.7K	0.23%	52
2026 Q2	$898K	Buy	17,625 +157	+0.9%	+$8.17K	0.24%	55
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

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

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

Seeds Investor New York $1B AUM 28.17% 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

Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 1-Year Est. Return

Strathmore Capital Advisors's DFSB Position: Q3 2026 in Review

Strathmore Capital Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 1.6% in Q3 2026, buying an estimated $14.7K and bringing the position to 17,915 shares worth $907K. The position accounts for 0.23% of the portfolio, ranked #52.

Strathmore Capital Advisors first reported a position in DFSB in Q2 2025 and has held it in 6 quarters since. The position peaked at $914K in Q3 2025. 109 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

Strathmore Capital Advisors held 17,915 shares of Dimensional Global Sustainability Fixed Income ETF worth $907K as of Q3 2026.
Strathmore Capital Advisors bought 290 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $14.7K.
Dimensional Global Sustainability Fixed Income ETF made up 0.23% of Strathmore Capital Advisors's portfolio in Q3 2026, its #52 holding.
Strathmore Capital Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
Strathmore Capital Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $914K in Q3 2025.
109 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Strathmore Capital Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.