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EP Wealth Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

EP Wealth 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
2024
Q4 		– Sell
-3,020
Closed -$161K – 1257
2024
Q3 		$161K Buy
+3,020
New +$158K ﹤0.01% 1089

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BOC
Blue Oak Capital Menlo Park, California $190M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MWM
Momentous Wealth Management Vancouver, Washington $175M AUM 14.91% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

EP Wealth Advisors's DFSB Position: Q4 2024 in Review

EP Wealth Advisors sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q4 2024, closing a stake of 3,020 shares — an estimated $161K sold.

EP Wealth Advisors first reported a position in DFSB in Q3 2024 and held it in 1 quarter. The position peaked at $161K in Q3 2024. 85 funds tracked by Wall St. Rank hold DFSB as of Q4 2024.

  • EP Wealth Advisors reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 3,020 Dimensional Global Sustainability Fixed Income ETF shares in Q4 2024, an estimated $161K.
  • EP Wealth Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $161K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.