Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Modera Wealth Management, LLC holds 34,128 shares of DFIC stock, worth $922,479. This represents 0.01% of its overall portfolio holdings.

Number of Shares
34,128
Previous 34,117 0.03%
Holding current value
$922,479
Previous $960,000 8.13%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$25.61 - $28.0 $281 - $308
11 Added 0.03%
34,128 $882,000
Q3 2024

Oct 24, 2024
SELL
$25.36 - $28.37 $63,273 - $70,783
-2,495 Reduced 6.81%
34,117 $960,000
Q2 2024

Jul 29, 2024
SELL
$25.73 - $27.44 $99,446 - $106,055
-3,865 Reduced 9.55%
36,612 $962,000
Q1 2024

May 14, 2024
SELL
$24.62 - $26.83 $16,470 - $17,949
-669 Reduced 1.63%
40,477 $1.08 Million
Q4 2023

Feb 14, 2024
SELL
$22.18 - $25.58 $28,368 - $32,716
-1,279 Reduced 3.01%
41,146 $1.05 Million
Q3 2023

Nov 01, 2023
SELL
$23.25 - $25.17 $131,316 - $142,160
-5,648 Reduced 11.75%
42,425 $990,000
Q2 2023

Aug 07, 2023
SELL
$23.45 - $24.88 $1,571 - $1,666
-67 Reduced 0.14%
48,073 $1.17 Million
Q1 2023

May 05, 2023
BUY
$22.5 - $24.64 $427 - $468
19 Added 0.04%
48,140 $1.16 Million
Q4 2022

Feb 07, 2023
BUY
$19.06 - $23.03 $917,186 - $1.11 Million
48,121 New
48,121 $1.08 Million

Others Institutions Holding DFIC

# of Institutions
407
Shares Held
2.27B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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