13F filer
Modera Wealth Management
13F Value
$9.50B
Positions
674
Top Position
VUG7.5%
Top 5
23.7%
Latest filing changes
vs Jun 30, 2026
1
DFA INVT DIMENSIONS GROUP IN — U.S. SML CP VAL Dfa Invt Dimensions Group in — U.S. Sml Cp Val
$113.6M
Holdings674
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | 7.5% | $710.3M | +2.5% | 7.88M | 7.1% | — | ETF |
| 2 | VTV | 4.3% | $407.8M | +3.1% | 1.89M | 4.3% | ETF | |
| 3 | VIG | 4.3% | $405.1M | +4.6% | 1.74M | 4.2% | ETF | |
| 4 | VEA | 3.8% | $365.6M | -1.5% | 5.18M | 4.0% | ETF | |
| 5 | IEFA | 3.8% | $361.2M | +2.2% | 3.73M | 3.8% | ETF | |
| 6 | AVDV | 2.9% | $275.8M | +6.7% | 2.52M | 2.6% | ETF | |
| 7 | STIP | 2.8% | $267.5M | +5.0% | 2.68M | 2.8% | ETF | |
| 8 | AAPL | 2.6% | $243.1M | -1.9% | 730.0K | 2.3% | Common Stock | |
| 9 | DFAC | 2.2% | $211.2M | -1.2% | 4.75M | 2.3% | ETF | |
| 10 | IJR | 2.0% | $193.8M | +0.2% | 1.42M | 2.2% | ETF | |
| 11 | MSFT | 2.0% | $188.6M | -1.0% | 367.6K | 1.5% | Common Stock | |
| 12 | IVV | 1.9% | $181.3M | -1.3% | 236.7K | 1.9% | ETF | |
| 13 | DFAU | 1.8% | $174.4M | +6.2% | 3.33M | 1.7% | ETF | |
| 14 | AVUS | 1.5% | $141.3M | +2.5% | 1.10M | 1.5% | ETF | |
| 15 | IWF | 1.4% | $133.9M | -0.9% | 1.07M | 1.4% | ETF | |
| 16 | IUSV | 1.4% | $132.3M | +0.5% | 1.20M | 1.4% | ETF | |
| 17 | DFIV | 1.3% | $127.7M | -0.8% | 2.29M | 1.3% | ETF | |
| 18 | DFUV | 1.3% | $123.0M | -2.4% | 2.24M | 1.3% | ETF | |
| 19 | DFA INVT DIMENSIONS GROUP IN — U.S. SML CP VAL | 1.2% | $113.6M | NEW | 3.03M | — | Equity | |
| 20 | IEMG | 1.1% | $108.0M | -0.5% | 1.33M | 1.2% | ETF |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing30
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.