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
2025 Q2	$1.54M	Sell
2025 Q1	$1.42M	Buy
2024 Q4	$1.47M	Buy
2024 Q3	$1.43M	Sell
2024 Q2	$1.38M	Sell
2024 Q1	$1.45M	Sell
2023 Q4	$1.32M	Buy
2023 Q3	$1.16M	Sell
2023 Q2	$1.22M	Buy
2023 Q1	$277K	Buy