DI
DFSB icon

Disciplined Investments’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-238
Closed -$12.2K – 477
2023
Q2 		$12.2K Buy
238
+1
+0.4% +$52 0.01% 313
2023
Q1 		$12.3K Buy
237
+170
+254% +$8.73K 0.01% 336
2022
Q4 		$3.36K Buy
+67
New +$3.42K ﹤0.01% 466

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $348M AUM 17.07% 1-Year Est. Return

Disciplined Investments's DFSB Position: Q3 2023 in Review

Disciplined Investments sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q3 2023, closing a stake of 238 shares — an estimated $12.2K sold.

Disciplined Investments first reported a position in DFSB in Q4 2022 and held it in 3 quarters. The position peaked at $12.3K in Q1 2023. 33 funds tracked by Wall St. Rank hold DFSB as of Q3 2023.

  • Disciplined Investments reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 238 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2023, an estimated $12.2K.
  • Disciplined Investments first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2022 and held it in 3 quarters.
  • Disciplined Investments's Dimensional Global Sustainability Fixed Income ETF position peaked at $12.3K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.