DFUS — DIMENSIONAL ETF TRUST

Ownership history in Modera Wealth Management, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Modera Wealth Management, LLC reported a position in DIMENSIONAL ETF TRUST (DFUS). 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
2.95% (2021 Q2)
Avg. % of fund
1.54%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,136,110 -52,197 -4.4% 0.97% $84.3M $74.17
2025 Q3 REDUCED 1,188,307 -17,642 -1.5% 1.00% $86.1M $72.29
2025 Q2 ADDED 1,205,949 +60,542 +5.3% 1.00% $80.8M $66.71
2025 Q1 REDUCED 1,145,407 -9,585 -0.8% 0.94% $69.3M $60.04
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFUS price (monthly, adj. close)

Other funds also holding DFUS

As of 2025 Q4 — sorted by position size

G2 CAPITAL MANAGEMENT, LLC / OH 3Y 41.27% Heritage Wealth Management, Inc./Texas 3Y 28.43% Flagstone Financial Management 3Y 28.27% Great Waters Wealth Management 3Y 21.91% Colony Family Offices, LLC 3Y 21.02% Disciplined Equity Management, Inc. 3Y 20.24% Root Financial Partners, LLC 20.17% Foundry Financial LLC 18.2% OLIO Financial Planning 3Y 17.81% KM Capital Management Ltd. 3Y 17.28%
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