Modera Wealth Management, LLC Dimensional ETF Tr Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Modera Wealth Management, LLC holds 581,307 shares of DFAE stock, worth $14.9 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
581,307
Previous 596,007 2.47%
Holding current value
$14.9 Million
Previous $15.4 Million 3.34%
% of portfolio
0.2%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$24.46 - $27.82 $359,562 - $408,954
-14,700 Reduced 2.47%
581,307 $15.9 Million
Q2 2024

Jul 29, 2024
BUY
$24.03 - $26.3 $2.26 Million - $2.47 Million
94,092 Added 18.75%
596,007 $15.4 Million
Q1 2024

May 14, 2024
BUY
$22.74 - $24.88 $3.14 Million - $3.44 Million
138,243 Added 38.01%
501,915 $12.4 Million
Q4 2023

Feb 14, 2024
BUY
$21.63 - $24.11 $652,685 - $727,519
30,175 Added 9.05%
363,672 $8.77 Million
Q3 2023

Nov 30, 2023
BUY
$22.43 - $24.83 $7.28 Million - $8.06 Million
324,722 Added 3700.54%
333,497 $7.53 Million
Q3 2023

Nov 01, 2023
SELL
$22.43 - $24.83 $7.39 Million - $8.18 Million
-329,270 Reduced 97.4%
8,775 $198,000
Q2 2023

Aug 07, 2023
BUY
$22.38 - $24.3 $2.73 Million - $2.96 Million
121,976 Added 56.45%
338,045 $7.93 Million
Q1 2023

May 05, 2023
BUY
$21.78 - $24.36 $726,972 - $813,088
33,378 Added 18.27%
216,069 $4.97 Million
Q4 2022

Feb 07, 2023
BUY
$19.67 - $22.73 $3.59 Million - $4.15 Million
182,691 New
182,691 $4.01 Million
Q2 2022

Jul 27, 2022
SELL
$22.9 - $27.06 $229,343 - $271,005
-10,015 Closed
0 $0
Q1 2022

May 03, 2022
SELL
$24.29 - $28.31 $22,225 - $25,903
-915 Reduced 8.37%
10,015 $263,000
Q4 2021

Feb 04, 2022
BUY
$26.45 - $28.31 $289,098 - $309,428
10,930 New
10,930 $299,000

Others Institutions Holding DFAE

# of Institutions
474
Shares Held
141M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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