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Pathstone Family Office’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Pathstone Family Office’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
2023
Q3 		$232K Buy
4,657
+24
+0.5% +$1.22K ﹤0.01% 1424
2023
Q2 		$237K Buy
4,633
+43
+0.9% +$2.21K ﹤0.01% 1074
2023
Q1 		$238K Sell
4,590
-4,554
-50% -$234K ﹤0.01% 1015
2022
Q4 		$458K Buy
+9,144
New +$467K ﹤0.01% 1138

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $348M AUM 17.07% 1-Year Est. Return

Pathstone Family Office's DFSB Position: Q3 2023 in Review

Pathstone Family Office increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.52% in Q3 2023, buying an estimated $1.22K and bringing the position to 4,657 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Pathstone Family Office first reported a position in DFSB in Q4 2022 and has held it in 4 quarters since. The position peaked at $458K in Q4 2022. 33 funds tracked by Wall St. Rank hold DFSB as of Q3 2023.

  • Pathstone Family Office held 4,657 shares of Dimensional Global Sustainability Fixed Income ETF worth $232K as of Q3 2023.
  • Pathstone Family Office bought 24 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2023, an estimated $1.22K.
  • Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1424 holding.
  • Pathstone Family Office first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2022 and has held it in 4 quarters since.
  • Pathstone Family Office's Dimensional Global Sustainability Fixed Income ETF position peaked at $458K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.