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

FirstPurpose Wealth’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 		$825K Buy
16,093
+3,581
+29% +$184K 0.3% 62
2023
Q4 		$649K Buy
12,512
+250
+2% +$12.6K 0.25% 72
2023
Q3 		$611K Buy
+12,262
New +$623K 0.26% 66

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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 $79.5B AUM 27.1% 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 $320M AUM 20.87% 1-Year Est. Return

FirstPurpose Wealth's DFSB Position: Q1 2024 in Review

FirstPurpose Wealth increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 29% in Q1 2024, buying an estimated $184K and bringing the position to 16,093 shares worth $825K. The position accounts for 0.3% of the portfolio, ranked #62.

FirstPurpose Wealth first reported a position in DFSB in Q3 2023 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold DFSB as of Q1 2024.

  • FirstPurpose Wealth held 16,093 shares of Dimensional Global Sustainability Fixed Income ETF worth $825K as of Q1 2024.
  • FirstPurpose Wealth bought 3,581 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2024, an estimated $184K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.3% of FirstPurpose Wealth's portfolio in Q1 2024, its #62 holding.
  • FirstPurpose Wealth first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2023 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.