Modera Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025

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 225,597 shares of DFCF stock, worth $9.64 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
225,597
Previous 236,694 4.69%
Holding current value
$9.64 Million
Previous $10 Million 3.56%
% of portfolio
0.11%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$41.8 - $43.15 $463,854 - $478,835
-11,097 Reduced 4.69%
225,597 $9.65 Million
Q2 2025

Aug 06, 2025
SELL
$41.1 - $42.37 $20,632 - $21,269
-502 Reduced 0.21%
236,694 $10 Million
Q1 2025

May 08, 2025
BUY
$40.79 - $42.32 $649,621 - $673,988
15,926 Added 7.2%
237,196 $9.98 Million
Q4 2024

Feb 05, 2025
BUY
$41.17 - $43.34 $8.48 Million - $8.93 Million
206,069 Added 1355.63%
221,270 $9.15 Million
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
442
Shares Held
137M
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
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email