Dimensional Etf Trust shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) 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 | $81M | 2.5M | 31.84 |
| 2025-06-30 | $72M | 2.5M | 29.43 |
| 2025-03-31 | $83M | 2.9M | 28.15 |
| 2024-12-31 | $89M | 2.9M | 30.78 |
| 2024-09-30 | $79M | 2.6M | 30.80 |
| 2024-06-30 | $68M | 2.3M | 28.78 |
| 2024-03-31 | $65M | 2.2M | 30.10 |
| 2023-12-31 | $55M | 1.9M | 29.12 |
| 2023-09-30 | $35M | 1.4M | 25.34 |
| 2023-06-30 | $28M | 1.1M | 25.70 |
| 2023-03-31 | $20M | 794k | 24.93 |