WWM
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Wolff Wiese Magana’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Wolff Wiese Magana’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
Q4 		– Sell
-5,675
Closed -$283K – 750
2023
Q3 		$283K Sell
5,675
-3,780
-40% -$192K 0.23% 85
2023
Q2 		$483K Hold
9,455
– – 0.37% 67
2023
Q1 		$490K Hold
9,455
– – 0.4% 61
2022
Q4 		$474K Buy
+9,455
New +$483K 0.41% 56

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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wolff Wiese Magana's DFSB Position: Q4 2023 in Review

Wolff Wiese Magana sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q4 2023, closing a stake of 5,675 shares — an estimated $283K sold.

Wolff Wiese Magana first reported a position in DFSB in Q4 2022 and held it in 4 quarters. The position peaked at $490K in Q1 2023. 43 funds tracked by Wall St. Rank hold DFSB as of Q4 2023.

  • Wolff Wiese Magana reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q4 2023 after selling out during the quarter.
  • Wolff Wiese Magana sold 5,675 Dimensional Global Sustainability Fixed Income ETF shares in Q4 2023, an estimated $283K.
  • Wolff Wiese Magana first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2022 and held it in 4 quarters.
  • Wolff Wiese Magana's Dimensional Global Sustainability Fixed Income ETF position peaked at $490K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.