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
2025 Q2	$637K	Sell
2025 Q1	$567K	Sell
2024 Q4	$583K	Sell
2024 Q3	$630K	Sell
2024 Q2	$646K	Sell
2024 Q1	$733K	Sell
2023 Q4	$722K	Buy
2023 Q3	$660K	Buy
2023 Q2	$666K	Buy