Modera Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Modera Wealth Management, LLC
- $7.79 Billion
- Q3 2024
A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Modera Wealth Management, LLC holds 15,201 shares of DFCF stock, worth $627,345. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,201
Previous 16,259
6.51%
Holding current value
$627,345
Previous $675,000
2.81%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
90.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$102 Million13.14% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio