Modera Wealth Management »

Dimensional International Small Cap Etf shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Dimensional International Small Cap Etf (DFIS) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Dimensional International Small Cap Etf

Tip: Access up to 7 years of quarterly data

All positions including Dimensional International Small Cap Etf held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional International Small Cap Etf by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 54k 24.17
2023-09-30 $1.2M 54k 21.94
2023-06-30 $1.4M 59k 22.82
2023-03-31 $1.4M 60k 22.99
2022-12-31 $1.3M 60k 21.51

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Modera Wealth Management

Top funds holding Dimensional International Small Cap Etf

Mather Group
CI Private Wealth
Savant Capital Management
Larson Financial Group
Park Avenue Securities
Evanson Asset Management
Efficient Advisors
Total Wealth Planning
Bank Of Montreal
Forum Financial Management
TCI Wealth Advisors
Jane Street
Edmonds Duncan Registered Investment Advisors
Planning Center
Ballentine Capital Advisors

View all funds holding Dimensional International Small Cap Etf