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Dimensional Etf Trust shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) 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
2024-09-30 $631k 18k 35.42
2024-06-30 $646k 19k 33.46
2024-03-31 $733k 23k 32.20
2023-12-31 $722k 23k 31.62
2023-09-30 $660k 22k 29.39
2023-06-30 $666k 22k 30.44

More positions owned by Modera Wealth Management

EQT Corporation (EQT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Modera Wealth Management

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