Dimensional Etf Trust shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSU) 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 | $1.6M | 39k | 42.47 |
| 2025-06-30 | $1.5M | 39k | 39.25 |
| 2025-03-31 | $1.4M | 40k | 35.81 |
| 2024-12-31 | $1.5M | 39k | 37.90 |
| 2024-09-30 | $1.4M | 39k | 37.18 |
| 2024-06-30 | $1.4M | 40k | 34.86 |
| 2024-03-31 | $1.4M | 42k | 34.41 |
| 2023-12-31 | $1.3M | 42k | 31.13 |
| 2023-09-30 | $1.2M | 42k | 27.75 |
| 2023-06-30 | $1.2M | 43k | 28.71 |
| 2023-03-31 | $277k | 10k | 26.62 |