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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
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

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
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
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
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

Strathmore Capital Advisors's DFSB Position: Q2 2026 in Review

Strathmore Capital Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.9% in Q2 2026, buying an estimated $8.17K and bringing the position to 17,625 shares worth $898K. The position accounts for 0.24% of the portfolio, ranked #55.

Strathmore Capital Advisors first reported a position in DFSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $914K in Q3 2025. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Strathmore Capital Advisors held 17,625 shares of Dimensional Global Sustainability Fixed Income ETF worth $898K as of Q2 2026.
  • Strathmore Capital Advisors bought 157 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $8.17K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.24% of Strathmore Capital Advisors's portfolio in Q2 2026, its #55 holding.
  • Strathmore Capital Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Strathmore Capital Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $914K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.