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Lindbrook Capital’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Lindbrook Capital’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
Q3 		– Sell
-2,734
Closed -$140K – 2844
2024
Q2 		$140K Buy
+2,734
New +$140K 0.01% 441

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Lindbrook Capital's DFSB Position: Q3 2024 in Review

Lindbrook Capital sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q3 2024, closing a stake of 2,734 shares — an estimated $140K sold.

Lindbrook Capital first reported a position in DFSB in Q2 2024 and held it in 1 quarter. The position peaked at $140K in Q2 2024. 63 funds tracked by Wall St. Rank hold DFSB as of Q3 2024.

  • Lindbrook Capital reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Lindbrook Capital sold 2,734 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2024, an estimated $140K.
  • Lindbrook Capital first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2024 and held it in 1 quarter.
  • Lindbrook Capital's Dimensional Global Sustainability Fixed Income ETF position peaked at $140K in Q2 2024.
  • 63 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2024.

Based on Lindbrook Capital's 13F filing for Q3 2024, filed 1 Nov 2024.