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.
| 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 |
| 2024 Q4 | REDUCED | 1,154,992 | -12,140 | -1.0% | 0.89% | $73.6M | $63.14 |
| 2024 Q3 | REDUCED | 1,167,132 | -13,468 | -1.1% | 0.92% | $72.6M | $61.40 |
| 2024 Q2 | REDUCED | 1,180,600 | -17,633 | -1.5% | 1.02% | $69.5M | $57.94 |
| 2024 Q1 | REDUCED | 1,198,233 | -6,186 | -0.5% | 1.04% | $68.3M | $55.95 |
| 2023 Q4 | ADDED | 1,204,419 | +846,964 | +236.9% | 1.03% | $62.4M | $50.78 |
| 2023 Q3 | REDUCED | 357,455 | -858,104 | -70.6% | 0.18% | $9.3M | $45.40 |
As of 2025 Q4 — sorted by position size