JC
DFSB icon

Jentner Corp’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Jentner Corp’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
-5,317
Closed -$283K – 58
2024
Q3 		$283K Hold
5,317
– – 0.09% 48
2024
Q2 		$272K Hold
5,317
– – 0.09% 44
2024
Q1 		$275K Hold
5,317
– – 0.1% 44
2023
Q4 		$276K Hold
5,317
– – 0.11% 42
2023
Q3 		$265K Hold
5,317
– – 0.16% 38
2023
Q2 		$272K Hold
5,317
– – 0.17% 39
2023
Q1 		$276K Sell
5,317
-992
-16% -$50.9K 0.19% 36
2022
Q4 		$316K Buy
+6,309
New +$322K 0.23% 32

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

Jentner Corp's DFSB Position: Q4 2024 in Review

Jentner Corp sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q4 2024, closing a stake of 5,317 shares — an estimated $283K sold.

Jentner Corp first reported a position in DFSB in Q4 2022 and held it in 8 quarters. The position peaked at $316K in Q4 2022. 85 funds tracked by Wall St. Rank hold DFSB as of Q4 2024.

  • Jentner Corp reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Jentner Corp sold 5,317 Dimensional Global Sustainability Fixed Income ETF shares in Q4 2024, an estimated $283K.
  • Jentner Corp first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2022 and held it in 8 quarters.
  • Jentner Corp's Dimensional Global Sustainability Fixed Income ETF position peaked at $316K in Q4 2022.
  • 85 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q4 2024.

Based on Jentner Corp's 13F filing for Q4 2024, filed 14 Feb 2025.