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Dimensional Etf Trust Inflation Prote shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust Inflation Prote (DFIP) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Dimensional Etf Trust Inflation Prote

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust Inflation Prote 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 Inflation Prote by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $533k 13k 41.56
2025-09-30 $542k 13k 42.23
2025-06-30 $537k 13k 41.81
2025-03-31 $540k 13k 42.11
2024-12-31 $520k 13k 40.49
2023-09-30 $639k 16k 40.37