Modera Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History

Modera Wealth Management, LLC

$6.75 Billion
Q2 2024

A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Modera Wealth Management, LLC holds 90,648 shares of DFEM stock, worth $2.51 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

90,648

Previous 92,334 1.83%

Holding current value

$2.51 Million

Previous $2.35 Million 2.97%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$24.84 - $27.2 $41,880 - $45,859	-1,686 Reduced 1.83%	90,648 $2.42 Million
Q1 2024 May 14, 2024	SELL	$23.62 - $25.64 $20,974 - $22,768	-888 Reduced 0.95%	92,334 $2.35 Million
Q4 2023 Feb 14, 2024	SELL	$22.36 - $24.96 $2,772 - $3,095	-124 Reduced 0.13%	93,222 $2.33 Million
Q3 2023 Nov 30, 2023	BUY	$23.16 - $25.43 $1.88 Million - $2.06 Million	81,090 Added 661.64%	93,346 $2.18 Million
Q3 2023 Nov 01, 2023	SELL	$23.16 - $25.43 $1.88 Million - $2.07 Million	-81,233 Reduced 86.89%	12,256 $285,000
Q2 2023 Aug 07, 2023	SELL	$23.0 - $24.82 $106,743 - $115,189	-4,641 Reduced 4.73%	93,489 $2.25 Million
Q1 2023 May 05, 2023	BUY	$22.42 - $24.83 $2,735 - $3,029	122 Added 0.12%	98,130 $2.31 Million
Q4 2022 Feb 07, 2023	BUY	$20.21 - $23.44 $1.98 Million - $2.3 Million	98,008 New	98,008 $2.2 Million

Others Institutions Holding DFEM

# of Institutions

330

Shares Held

126M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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Modera Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History