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Advisornet Financial’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-135
Closed -$7.01K – 2164
2023
Q4 		$7.01K Buy
135
+18
+15% +$904 ﹤0.01% 1411
2023
Q3 		$5.83K Hold
117
– – ﹤0.01% 1384
2023
Q2 		$5.98K Buy
+117
New +$6.03K ﹤0.01% 1457

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Advisornet Financial's DFSB Position: Q1 2024 in Review

Advisornet Financial sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q1 2024, closing a stake of 135 shares — an estimated $7.01K sold.

Advisornet Financial first reported a position in DFSB in Q2 2023 and held it in 3 quarters. The position peaked at $7.01K in Q4 2023. 48 funds tracked by Wall St. Rank hold DFSB as of Q1 2024.

  • Advisornet Financial reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 135 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2024, an estimated $7.01K.
  • Advisornet Financial first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2023 and held it in 3 quarters.
  • Advisornet Financial's Dimensional Global Sustainability Fixed Income ETF position peaked at $7.01K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.