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Dimensional Etf Trust shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGR) 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 $747k 26k 28.86
2024-06-30 $663k 27k 24.99
2024-03-31 $739k 29k 25.53
2023-12-31 $783k 30k 25.98
2023-09-30 $692k 31k 22.41
2023-06-30 $751k 31k 24.39
2023-03-31 $503k 21k 24.55