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
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 | $88M | 2.7M | 32.62 |
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 |