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Wellington Wealth Strategies’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Wellington Wealth Strategies’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
-3,198
Closed -$418K – 79
2024
Q2 		$418K Buy
+3,198
New +$163K 1.75% 11

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

Wellington Wealth Strategies's DFSB Position: Q3 2024 in Review

Wellington Wealth Strategies sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q3 2024, closing a stake of 3,198 shares — an estimated $418K sold.

Wellington Wealth Strategies first reported a position in DFSB in Q2 2024 and held it in 1 quarter. The position peaked at $418K in Q2 2024. 63 funds tracked by Wall St. Rank hold DFSB as of Q3 2024.

  • Wellington Wealth Strategies reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 3,198 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2024, an estimated $418K.
  • Wellington Wealth Strategies first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's Dimensional Global Sustainability Fixed Income ETF position peaked at $418K in Q2 2024.
  • 63 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2024.

Based on Wellington Wealth Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.