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Dimensional Etf Trust shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) 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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Quarterly reported holdings in Dimensional Etf Trust by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 507k 27.01
2024-06-30 $13M 516k 25.42
2024-03-31 $14M 533k 25.44
2023-12-31 $13M 538k 24.42
2023-09-30 $12M 551k 22.52
2023-06-30 $13M 562k 23.31
2023-03-31 $6.7M 291k 23.06
2022-12-31 $6.4M 294k 21.60
2022-09-30 $6.6M 352k 18.89
2022-06-30 $8.3M 389k 21.44
2022-03-31 $10M 412k 24.95
2021-12-31 $11M 415k 26.11
2021-09-30 $5.8M 226k 25.88