DFIV — DIMENSIONAL ETF TRUST

Ownership history in Modera Wealth Management, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Modera Wealth Management, LLC reported a position in DIMENSIONAL ETF TRUST (DFIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.33% (2023 Q1)
Avg. % of fund
1.82%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,279,761 -207,134 -8.3% 1.32% $113.8M $49.90
2025 Q3 REDUCED 2,486,895 -30,210 -1.2% 1.33% $114.7M $45.77
2025 Q2 REDUCED 2,517,105 -34,499 -1.4% 1.33% $107.8M $42.32
2025 Q1 REDUCED 2,551,604 -39,891 -1.5% 1.36% $100.4M $38.22
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIV price (monthly, adj. close)

Other funds also holding DFIV

As of 2025 Q4 — sorted by position size

Team Hewins, LLC 3Y 28.29% DIXON FNANCIAL SERVICES, INC. 3Y 28.04% Financially in Tune, LLC 19.45% Disciplined Equity Management, Inc. 3Y 10.76% Parkwoods Wealth Partners, LLC 10.22% Shearwater Capital LLC 3Y 9.82% Trinity Financial Advisors LLC 3Y 9.23% VESTIA PERSONAL WEALTH ADVISORS 9.22% BAYSHORE ASSET MANAGEMENT, LLC 3Y 9.17% FISCHER INVESTMENT STRATEGIES, LLC 8.85%
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