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

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

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.