MWM
DFSI

Modera Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Modera Wealth Management’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$734K Sell
17,300
-3,044
-15% -$135K 0.01% 370
2025
Q4 		$872K Sell
20,344
-95
-0.5% -$3.96K 0.01% 351
2025
Q3 		$837K Sell
20,439
-572
-3% -$22.9K 0.01% 362
2025
Q2 		$828K Buy
21,011
+40
+0.2% +$1.49K 0.01% 358
2025
Q1 		$732K Sell
20,971
-1,365
-6% -$47.3K 0.01% 367
2024
Q4 		$734K Buy
22,336
+4,312
+24% +$147K 0.01% 373
2024
Q3 		$644K Buy
18,024
+92
+0.5% +$3.15K 0.01% 370
2024
Q2 		$591K Sell
17,932
-2,782
-13% -$92.7K 0.01% 368
2024
Q1 		$697K Buy
20,714
+453
+2% +$14.6K 0.01% 352
2023
Q4 		$649K Sell
20,261
-68
-0.3% -$2.01K 0.01% 342
2023
Q3 		$584K Buy
20,329
+1,455
+8% +$43.8K 0.01% 340
2023
Q2 		$575K Buy
+18,874
New +$575K 0.01% 361

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $538M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return