Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 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 15,065 shares of DFAR stock, worth $354,931. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,065
Previous 17,219 12.51%
Holding current value
$354,931
Previous $400,000 10.5%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
263
Shares Held
43.3M
Call Options Held
27.2K
Put Options Held
10K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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