Modera Wealth Management, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Modera Wealth Management, LLC holds 363,472 shares of DFAS stock, worth $21.7 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
363,472
Previous 365,645
0.59%
Holding current value
$21.7 Million
Previous $21.8 Million
3.94%
% of portfolio
0.35%
Previous 0.36%
Shares
13 transactions
Others Institutions Holding DFAS
# of Institutions
636Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$641 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$406 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$367 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$254 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$163 Million1.93% of portfolio