Modera Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Modera Wealth Management, LLC
- $6.54 Billion
- Q1 2024
A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Modera Wealth Management, LLC holds 5,300,761 shares of DFAC stock, worth $172 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
5,300,761
Previous 5,216,705
1.61%
Holding current value
$172 Million
Previous $152 Million
11.07%
% of portfolio
2.59%
Previous 2.53%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio