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Hart & Patterson Financial Group’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Hart & Patterson Financial Group’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 		$539K Buy
10,581
+1,093
+12% +$57K 0.26% 49
2024
Q3 		$504K Sell
9,488
-127
-1% -$6.64K 0.24% 50
2024
Q2 		$491K Sell
9,615
-60
-0.6% -$3.06K 0.24% 48
2024
Q1 		$501K Buy
9,675
+4,384
+83% +$226K 0.25% 49
2023
Q4 		$275K Buy
+5,291
New +$266K 0.14% 55

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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 $270M AUM 11.56% 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

Hart & Patterson Financial Group's DFSB Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 12% in Q4 2024, buying an estimated $57K and bringing the position to 10,581 shares worth $539K. The position accounts for 0.26% of the portfolio, ranked #49.

Hart & Patterson Financial Group first reported a position in DFSB in Q4 2023 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold DFSB as of Q4 2024.

  • Hart & Patterson Financial Group held 10,581 shares of Dimensional Global Sustainability Fixed Income ETF worth $539K as of Q4 2024.
  • Hart & Patterson Financial Group bought 1,093 Dimensional Global Sustainability Fixed Income ETF shares in Q4 2024, an estimated $57K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.26% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #49 holding.
  • Hart & Patterson Financial Group first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and has held it in 5 quarters since.
  • 85 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.