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

Modera Wealth Management, LLC

$7.79 Billion
Q3 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 89,616 shares of DFEM stock, worth $2.38 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

89,616

Previous 90,648 1.14%

Holding current value

$2.38 Million

Previous $2.42 Million 4.09%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$25.21 - $28.46 $26,016 - $29,370	-1,032 Reduced 1.14%	89,616 $2.52 Million
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

346

Shares Held

131M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

Track This Portfolio

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.

Account

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