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Trademark Financial Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Trademark Financial Management’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
-8,267
Closed -$440K – 93
2024
Q3 		$440K Buy
8,267
+592
+8% +$31K 0.35% 59
2024
Q2 		$392K Sell
7,675
-130
-2% -$6.64K 0.32% 63
2024
Q1 		$404K Buy
+7,805
New +$402K 0.34% 59

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

Trademark Financial Management's DFSB Position: Q4 2024 in Review

Trademark Financial Management sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q4 2024, closing a stake of 8,267 shares — an estimated $440K sold.

Trademark Financial Management first reported a position in DFSB in Q1 2024 and held it in 3 quarters. The position peaked at $440K in Q3 2024. 85 funds tracked by Wall St. Rank hold DFSB as of Q4 2024.

  • Trademark Financial Management reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Trademark Financial Management sold 8,267 Dimensional Global Sustainability Fixed Income ETF shares in Q4 2024, an estimated $440K.
  • Trademark Financial Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2024 and held it in 3 quarters.
  • Trademark Financial Management's Dimensional Global Sustainability Fixed Income ETF position peaked at $440K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q4 2024.

Based on Trademark Financial Management's 13F filing for Q4 2024, filed 30 Jan 2025.