Modera Wealth Management, LLC: DFAW position timeline

Modera Wealth Management, LLC held 7,606 DFAW 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 7,606 shares

   Change vs previous 13F +2,350 shares

   0.01% of the 13F portfolio, value $629,678.

   13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,256 shares

   Change vs previous 13F +13 shares

   <0.01% of the 13F portfolio, value $387,818.

   13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,243 shares

   Change vs previous 13F -51 shares

   <0.01% of the 13F portfolio, value $387,906.

   13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 5,294 shares

   Change vs previous 13F +15 shares

   <0.01% of the 13F portfolio, value $380,454.

   13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 5,279 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $354,141.

   13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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