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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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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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 |