Modera Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Modera Wealth Management, LLC holds 562,585 shares of DFAS stock, worth $34.7 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
562,585
Previous 399,258
40.91%
Holding current value
$34.7 Million
Previous $25.9 Million
41.39%
% of portfolio
0.45%
Previous 0.33%
Shares
16 transactions
Others Institutions Holding DFAS
# of Institutions
783Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$816 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$464 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$403 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$319 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$168 Million1.82% of portfolio