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 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 $1.1B AUM 14.74% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

QFA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Modera Wealth Management's DFSB Position: Q1 2026 in Review

Modera Wealth Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.15% in Q1 2026, buying an estimated $1.04K and bringing the position to 13,216 shares worth $684K. The position accounts for 0.01% of the portfolio, ranked #387.

Modera Wealth Management first reported a position in DFSB in Q2 2023 and has held it in 12 quarters since. The position peaked at $802K in Q4 2023. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Modera Wealth Management held 13,216 shares of Dimensional Global Sustainability Fixed Income ETF worth $684K as of Q1 2026.
Modera Wealth Management bought 20 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $1.04K.
Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #387 holding.
Modera Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2023 and has held it in 12 quarters since.
Modera Wealth Management's Dimensional Global Sustainability Fixed Income ETF position peaked at $802K in Q4 2023.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.