Dimensional Etf Trust shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dimensional Etf Trust by Modera Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $697k | 21k | 33.67 |
2023-12-31 | $649k | 20k | 32.03 |
2023-09-30 | $584k | 20k | 28.71 |
2023-06-30 | $575k | 19k | 30.45 |