Dimensional Etf Trust shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) 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
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $146M | 3.7M | 39.69 |
2024-06-30 | $151M | 4.0M | 37.49 |
2024-03-31 | $153M | 4.2M | 36.54 |
2023-12-31 | $162M | 4.9M | 33.25 |
2023-09-30 | $146M | 4.9M | 29.95 |
2023-06-30 | $143M | 4.6M | 30.99 |
2023-03-31 | $1.8M | 63k | 28.77 |
2022-12-31 | $507k | 19k | 27.02 |
2022-09-30 | $306k | 12k | 25.17 |
2022-06-30 | $321k | 12k | 26.41 |
2022-03-31 | $603k | 19k | 31.51 |
2021-12-31 | $698k | 21k | 32.98 |