Dimensional Etf Trust shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) 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 | $837k | 20k | 40.95 |
| 2025-06-30 | $828k | 21k | 39.41 |
| 2025-03-31 | $732k | 21k | 34.89 |
| 2024-12-31 | $734k | 22k | 32.85 |
| 2024-09-30 | $644k | 18k | 35.74 |
| 2024-06-30 | $591k | 18k | 32.94 |
| 2024-03-31 | $697k | 21k | 33.67 |
| 2023-12-31 | $649k | 20k | 32.03 |
| 2023-09-30 | $584k | 20k | 28.71 |
| 2023-06-30 | $575k | 19k | 30.45 |