Modera Wealth Management, LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1542143
WESTWOOD, NJ
All Filings in DFNM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFNM | $3,393,108 | 70,793 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 DFNM | $3,407,690 | 70,743 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 DFNM | $3,262,352 | 67,994 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 DFNM | $3,304,353 | 69,668 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 DFNM | $3,557,189 | 74,778 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 DFNM | $3,653,975 | 76,491 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 DFNM | $3,629,335 | 74,770 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 DFNM | $3,947,760 | 82,641 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 DFNM | $3,954,440 | 82,230 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 DFNM | $4,013,329 | 82,732 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 DFNM | $3,679,122 | 79,172 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 DFNM | $3,612,116 | 75,837 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 DFNM | $2,501,267 | 51,770 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 DFNM | $2,171,769 | 45,425 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||