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
Q2 		$951K Buy
21,076
+3,776
+22% +$170K 0.01% 356
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 $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Modera Wealth Management's DFSI Position: Q2 2026 in Review

Modera Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 22% in Q2 2026, buying an estimated $170K and bringing the position to 21,076 shares worth $951K. The position accounts for 0.01% of the portfolio, ranked #356.

Modera Wealth Management first reported a position in DFSI in Q2 2023 and has held it in 13 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Modera Wealth Management held 21,076 shares of Dimensional International Sustainability Core 1 ETF worth $951K as of Q2 2026.
  • Modera Wealth Management bought 3,776 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $170K.
  • Dimensional International Sustainability Core 1 ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #356 holding.
  • Modera Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.