Modera Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Sell |
16,745
-97
| -0.6% | -$3.69K | 0.01% | 403 |
|
|
2025
Q1 | $567K | Sell |
16,842
-744
| -4% | -$25.1K | 0.01% | 407 |
|
|
2024
Q4 | $583K | Sell |
17,586
-213
| -1% | -$7.06K | 0.01% | 406 |
|
|
2024
Q3 | $630K | Sell |
17,799
-1,498
| -8% | -$53.1K | 0.01% | 372 |
|
|
2024
Q2 | $646K | Sell |
19,297
-3,460
| -15% | -$116K | 0.01% | 351 |
|
|
2024
Q1 | $733K | Sell |
22,757
-77
| -0.3% | -$2.48K | 0.01% | 341 |
|
|
2023
Q4 | $722K | Buy |
22,834
+394
| +2% | +$12.5K | 0.01% | 323 |
|
|
2023
Q3 | $660K | Buy |
22,440
+548
| +3% | +$16.1K | 0.01% | 324 |
|
|
2023
Q2 | $666K | Buy |
+21,892
| New | +$666K | 0.01% | 344 |
|