MWM
DFSB icon

Modera Wealth Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Modera Wealth 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
2026
Q2 		$889K Buy
17,068
+3,852
+29% +$200K 0.01% 367
2026
Q1 		$684K Buy
13,216
+20
+0.2% +$1.04K 0.01% 387
2025
Q4 		$684K Hold
13,196
– – 0.01% 395
2025
Q3 		$703K Sell
13,196
-16
-0.1% -$843 0.01% 396
2025
Q2 		$693K Buy
13,212
+9
+0.1% +$464 0.01% 385
2025
Q1 		$680K Sell
13,203
-2,296
-15% -$118K 0.01% 372
2024
Q4 		$790K Buy
15,499
+945
+6% +$49.3K 0.01% 364
2024
Q3 		$774K Buy
14,554
+39
+0.3% +$2.04K 0.01% 348
2024
Q2 		$742K Sell
14,515
-843
-5% -$43.1K 0.01% 337
2024
Q1 		$795K Sell
15,358
-85
-0.6% -$4.37K 0.01% 326
2023
Q4 		$802K Buy
15,443
+6,668
+76% +$335K 0.01% 312
2023
Q3 		$437K Sell
8,775
-552
-6% -$28.1K 0.01% 378
2023
Q2 		$477K Buy
+9,327
New +$481K 0.01% 389

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Modera Wealth Management's DFSB Position: Q2 2026 in Review

Modera Wealth Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 29% in Q2 2026, buying an estimated $200K and bringing the position to 17,068 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #367.

Modera Wealth Management first reported a position in DFSB in Q2 2023 and has held it in 13 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Modera Wealth Management held 17,068 shares of Dimensional Global Sustainability Fixed Income ETF worth $889K as of Q2 2026.
  • Modera Wealth Management bought 3,852 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $200K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #367 holding.
  • Modera Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.