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
2025 Q3	$703K	Sell
2025 Q2	$693K	Buy
2025 Q1	$680K	Sell
2024 Q4	$790K	Buy
2024 Q3	$774K	Buy
2024 Q2	$742K	Sell
2024 Q1	$795K	Sell
2023 Q4	$802K	Buy
2023 Q3	$437K	Sell
2023 Q2	$477K	Buy