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Modera Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Modera Wealth Management’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$537K Hold
12,833
– – 0.01% 434
2025
Q1 		$540K Hold
12,833
– – 0.01% 414
2024
Q4 		$520K Buy
+12,833
New +$520K 0.01% 431