Ownership history in Modera Wealth Management, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Modera Wealth Management, LLC reported a position in DIMENSIONAL ETF TRUST (DFSV). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,660,446 | +121,026 | +4.8% | 1.01% | $87.5M | $32.89 |
| 2025 Q3 | ADDED | 2,539,420 | +81,580 | +3.3% | 0.94% | $80.9M | $31.71 |
| 2025 Q2 | REDUCED | 2,457,840 | -478,938 | -16.3% | 0.90% | $72.3M | $29.18 |
| 2025 Q1 | ADDED | 2,936,778 | +53,689 | +1.9% | 1.12% | $82.7M | $27.78 |
| 2024 Q4 | ADDED | 2,883,089 | +317,240 | +12.4% | 1.07% | $88.7M | $30.29 |
| 2024 Q3 | ADDED | 2,565,849 | +216,965 | +9.2% | 1.01% | $79.0M | $30.18 |
| 2024 Q2 | ADDED | 2,348,884 | +192,043 | +8.9% | 1.00% | $67.6M | $28.11 |
| 2024 Q1 | ADDED | 2,156,841 | +268,804 | +14.2% | 0.99% | $64.9M | $29.28 |
| 2023 Q4 | ADDED | 1,888,037 | +684,983 | +56.9% | 0.91% | $55.0M | $28.27 |
| 2023 Q3 | ADDED | 1,203,054 | +117,788 | +10.9% | 1.06% | $56.0M | $24.50 |
As of 2025 Q4 — sorted by position size