Dimensional Etf Trust shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSB) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Dimensional Etf Trust
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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 | $703k | 13k | 53.27 |
| 2025-06-30 | $693k | 13k | 52.43 |
| 2025-03-31 | $680k | 13k | 51.50 |
| 2024-12-31 | $790k | 16k | 50.94 |
| 2024-09-30 | $774k | 15k | 53.17 |
| 2024-06-30 | $742k | 15k | 51.10 |
| 2024-03-31 | $795k | 15k | 51.78 |
| 2023-12-31 | $802k | 15k | 51.90 |
| 2023-09-30 | $438k | 8.8k | 49.86 |
| 2023-06-30 | $477k | 9.3k | 51.14 |