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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

Tip: Access up to 7 years of quarterly data

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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Quarterly 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