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 $635,705. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,201
Previous 16,259 6.51%
Holding current value
$635,705
Previous $675,000 2.81%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$41.34 - $43.55 $43,737 - $46,075
-1,058 Reduced 6.51%
15,201 $656,000
Q1 2024

May 14, 2024
BUY
$41.54 - $42.6 $7,560 - $7,753
182 Added 1.13%
16,259 $682,000
Q4 2023

Feb 14, 2024
BUY
$39.52 - $42.54 $10,117 - $10,890
256 Added 1.62%
16,077 $681,000
Q3 2023

Nov 30, 2023
BUY
$40.3 - $42.05 $637,586 - $665,273
15,821 New
15,821 $638,000
Q2 2023

Aug 07, 2023
SELL
$41.55 - $42.94 $60,496 - $62,520
-1,456 Reduced 8.43%
15,821 $660,000
Q1 2023

May 05, 2023
BUY
$41.26 - $43.27 $133,764 - $140,281
3,242 Added 23.1%
17,277 $734,000
Q4 2022

Feb 07, 2023
BUY
$39.82 - $42.74 $558,873 - $599,855
14,035 New
14,035 $582,000

Others Institutions Holding DFCF

# of Institutions
329
Shares Held
87.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

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