Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Modera Wealth Management, LLC

$7.91 Billion
Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Modera Wealth Management, LLC holds 15,109 shares of DFAR stock, worth $349,168. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,109

Previous 15,065 0.29%

Holding current value

$349,168

Previous $358,000 1.12%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$20.99 - $23.93 $923 - $1,052	44 Added 0.29%	15,109 $354,000
Q1 2025 May 08, 2025	SELL	$22.35 - $24.52 $48,141 - $52,816	-2,154 Reduced 12.51%	15,065 $358,000
Q4 2024 Feb 05, 2025	BUY	$22.72 - $25.76 $391,215 - $443,561	17,219 New	17,219 $400,000
Q1 2024 May 14, 2024	BUY	$21.28 - $22.96 $21 - $22	1 Added 0.01%	12,266 $274,000
Q4 2023 Feb 14, 2024	BUY	$18.45 - $23.08 $166 - $207	9 Added 0.07%	12,265 $278,000
Q3 2023 Nov 30, 2023	SELL	$19.26 - $22.35 $26 Million - $30.1 Million	-1,348,527 Reduced 99.1%	12,256 $239,000
Q3 2023 Nov 01, 2023	BUY	$19.26 - $22.35 $26 Million - $30.1 Million	1,347,999 Added 10544.42%	1,360,783 $26.6 Million
Q2 2023 Aug 07, 2023	SELL	$20.22 - $21.63 $7,683 - $8,219	-380 Reduced 2.89%	12,784 $275,000
Q1 2023 May 05, 2023	SELL	$19.83 - $23.92 $10,073 - $12,151	-508 Reduced 3.72%	13,164 $282,000
Q4 2022 Feb 07, 2023	BUY	$19.45 - $22.52 $265,920 - $307,893	13,672 New	13,672 $289,000

Others Institutions Holding DFAR

# of Institutions

272

Shares Held

43.1M

Call Options Held

27.2K

Put Options Held

10K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History