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Dimensional Etf Trust shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DIHP) 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
2025-09-30 $44M 1.5M 30.40
2025-06-30 $37M 1.2M 29.49
2025-03-31 $20M 751k 26.94
2024-12-31 $1.8M 71k 25.23
2023-09-30 $146M 4.9M 29.95

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for Modera Wealth Management

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