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

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Blue Oak Capital Menlo Park, California $190M AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 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.