Modera Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Modera Wealth Management, LLC
- $7.26 Billion
- Q1 2025
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 21,817 shares of DFEM stock, worth $616,548. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,817
Previous 13,160
65.78%
Holding current value
$616,548
Previous $344,000
67.73%
% of portfolio
0.01%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
443Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$469 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$183 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$173 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$139 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$126 Million0.17% of portfolio