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Dimensional Etf Trust shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) 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

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Quarterly reported holdings in Dimensional Etf Trust by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.4M 208k 26.16
2026-03-31 $225k 9.5k 23.65
2025-12-31 $218k 9.5k 22.90
2025-09-30 $360k 15k 23.85
2025-06-30 $355k 15k 23.46
2025-03-31 $358k 15k 23.77
2024-12-31 $401k 17k 23.27
2024-03-31 $274k 12k 22.37
2023-12-31 $279k 12k 22.74
2023-09-30 $239k 12k 19.52
2023-06-30 $275k 13k 21.52
2023-03-31 $283k 13k 21.49
2022-12-31 $289k 14k 21.15