Modera Wealth Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Buy |
13,212
+9
| +0.1% | +$472 | 0.01% | 385 |
|
|
2025
Q1 | $680K | Sell |
13,203
-2,296
| -15% | -$118K | 0.01% | 372 |
|
|
2024
Q4 | $790K | Buy |
15,499
+945
| +6% | +$48.1K | 0.01% | 363 |
|
|
2024
Q3 | $774K | Buy |
14,554
+39
| +0.3% | +$2.07K | 0.01% | 347 |
|
|
2024
Q2 | $742K | Sell |
14,515
-843
| -5% | -$43.1K | 0.01% | 337 |
|
|
2024
Q1 | $795K | Sell |
15,358
-85
| -0.6% | -$4.4K | 0.01% | 326 |
|
|
2023
Q4 | $802K | Buy |
15,443
+6,668
| +76% | +$346K | 0.01% | 312 |
|
|
2023
Q3 | $437K | Sell |
8,775
-552
| -6% | -$27.5K | 0.01% | 378 |
|
|
2023
Q2 | $477K | Buy |
+9,327
| New | +$477K | 0.01% | 389 |
|