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Modera Wealth Management, LLC: DFAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modera Wealth Management, LLC on DFAU, newest first. How the timeline and the estimate are built.

Modera Wealth Management, LLC held 3,135,937 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,135,937 shares
    Change vs previous 13F -85,173 shares

    1.73% of the 13F portfolio, value $162,096,603.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,221,110 shares
    Change vs previous 13F -81,290 shares

    1.74% of the 13F portfolio, value $145,336,505.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,302,400 shares
    Change vs previous 13F -115,862 shares

    1.79% of the 13F portfolio, value $154,552,334.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,418,262 shares
    Change vs previous 13F -50,289 shares

    1.81% of the 13F portfolio, value $156,419,663.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,468,551 shares
    Change vs previous 13F -55,867 shares

    1.82% of the 13F portfolio, value $146,927,831.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,524,418 shares
    Change vs previous 13F -115,537 shares

    1.83% of the 13F portfolio, value $135,478,614.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,639,955 shares
    Change vs previous 13F -40,522 shares

    1.78% of the 13F portfolio, value $147,381,764.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,680,477 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $146,078,122.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).