Modera Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Buy |
21,011
+40
| +0.2% | +$1.58K | 0.01% | 358 |
|
|
2025
Q1 | $732K | Sell |
20,971
-1,365
| -6% | -$47.6K | 0.01% | 367 |
|
|
2024
Q4 | $734K | Buy |
22,336
+4,312
| +24% | +$142K | 0.01% | 372 |
|
|
2024
Q3 | $644K | Buy |
18,024
+92
| +0.5% | +$3.29K | 0.01% | 369 |
|
|
2024
Q2 | $591K | Sell |
17,932
-2,782
| -13% | -$91.6K | 0.01% | 368 |
|
|
2024
Q1 | $697K | Buy |
20,714
+453
| +2% | +$15.3K | 0.01% | 352 |
|
|
2023
Q4 | $649K | Sell |
20,261
-68
| -0.3% | -$2.18K | 0.01% | 342 |
|
|
2023
Q3 | $584K | Buy |
20,329
+1,455
| +8% | +$41.8K | 0.01% | 340 |
|
|
2023
Q2 | $575K | Buy |
+18,874
| New | +$575K | 0.01% | 361 |
|