Dimensional Etf Trust shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Dimensional Etf Trust
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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 |
---|---|---|---|
2024-09-30 | $49M | 872k | 55.63 |
2024-06-30 | $46M | 880k | 51.87 |
2024-03-31 | $48M | 881k | 54.43 |
2023-12-31 | $47M | 888k | 52.33 |
2023-09-30 | $42M | 912k | 45.69 |
2023-06-30 | $43M | 925k | 46.39 |
2023-03-31 | $41M | 924k | 44.50 |
2022-12-31 | $57M | 1.3M | 43.95 |
2022-09-30 | $38M | 977k | 38.97 |
2022-06-30 | $45M | 1.1M | 40.22 |
2022-03-31 | $55M | 1.2M | 46.58 |
2021-12-31 | $56M | 1.2M | 47.52 |
2021-09-30 | $50M | 1.1M | 44.40 |
2021-06-30 | $47M | 1.0M | 44.80 |