MWM
DFSE

Modera Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Modera Wealth Management’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$696K Sell
16,424
-482
-3% -$21.2K 0.01% 380
2025
Q4 		$701K Buy
16,906
+200
+1% +$8.27K 0.01% 392
2025
Q3 		$686K Sell
16,706
-39
-0.2% -$1.54K 0.01% 399
2025
Q2 		$637K Sell
16,745
-97
-0.6% -$3.4K 0.01% 403
2025
Q1 		$567K Sell
16,842
-744
-4% -$25.2K 0.01% 407
2024
Q4 		$583K Sell
17,586
-213
-1% -$7.33K 0.01% 407
2024
Q3 		$630K Sell
17,799
-1,498
-8% -$50.6K 0.01% 373
2024
Q2 		$646K Sell
19,297
-3,460
-15% -$114K 0.01% 351
2024
Q1 		$733K Sell
22,757
-77
-0.3% -$2.41K 0.01% 341
2023
Q4 		$722K Buy
22,834
+394
+2% +$11.8K 0.01% 323
2023
Q3 		$660K Buy
22,440
+548
+3% +$16.8K 0.01% 324
2023
Q2 		$666K Buy
+21,892
New +$655K 0.01% 344

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM