MWM
DFSU

Modera Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Modera Wealth Management’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.53M Sell
37,214
-1,187
-3% -$51.3K 0.02% 284
2025
Q4 		$1.67M Sell
38,401
-446
-1% -$19.1K 0.02% 280
2025
Q3 		$1.65M Sell
38,847
-515
-1% -$21.1K 0.02% 276
2025
Q2 		$1.54M Sell
39,362
-300
-0.8% -$10.9K 0.02% 287
2025
Q1 		$1.42M Buy
39,662
+800
+2% +$30.4K 0.02% 281
2024
Q4 		$1.47M Buy
38,862
+363
+0.9% +$13.9K 0.02% 277
2024
Q3 		$1.43M Sell
38,499
-960
-2% -$34.3K 0.02% 263
2024
Q2 		$1.38M Sell
39,459
-2,564
-6% -$86.9K 0.02% 258
2024
Q1 		$1.45M Sell
42,023
-297
-0.7% -$9.65K 0.02% 259
2023
Q4 		$1.32M Buy
42,320
+452
+1% +$13K 0.02% 262
2023
Q3 		$1.16M Sell
41,868
-733
-2% -$21.2K 0.02% 264
2023
Q2 		$1.22M Buy
42,601
+32,181
+309% +$871K 0.02% 271
2023
Q1 		$277K Buy
+10,420
New +$274K 0.01% 297

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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