Dimensional Etf Trust shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $115M | 2.5M | 46.12 |
| 2025-06-30 | $108M | 2.5M | 42.83 |
| 2025-03-31 | $100M | 2.6M | 39.36 |
| 2024-12-31 | $92M | 2.6M | 35.48 |
| 2024-09-30 | $100M | 2.6M | 38.08 |
| 2024-06-30 | $94M | 2.6M | 35.94 |
| 2024-03-31 | $98M | 2.7M | 36.75 |
| 2023-12-31 | $93M | 2.7M | 34.36 |
| 2023-09-30 | $692k | 31k | 22.41 |
| 2023-06-30 | $89M | 2.7M | 32.85 |
| 2023-03-31 | $86M | 2.7M | 32.23 |
| 2022-12-31 | $66M | 2.2M | 30.40 |
| 2022-09-30 | $47M | 1.8M | 25.76 |
| 2022-06-30 | $56M | 1.9M | 28.89 |
| 2022-03-31 | $65M | 1.9M | 33.48 |
| 2021-12-31 | $58M | 1.8M | 32.82 |
| 2021-09-30 | $56M | 1.7M | 32.75 |