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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

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 $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