Dimensional Etf Trust shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFLV) 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 | $5.8M | 177k | 32.90 |
| 2025-06-30 | $5.4M | 175k | 31.02 |
| 2025-03-31 | $5.3M | 173k | 30.57 |
| 2024-12-31 | $5.2M | 174k | 30.03 |
| 2024-09-30 | $5.1M | 166k | 30.81 |
| 2024-06-30 | $4.8M | 165k | 28.91 |
| 2024-03-31 | $4.4M | 145k | 29.99 |
| 2023-12-31 | $3.1M | 115k | 27.05 |
| 2023-09-30 | $811k | 33k | 24.81 |
| 2023-06-30 | $719k | 28k | 25.40 |