Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Modera Wealth Management, LLC

$7.79 Billion
Q3 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 34,117 shares of DFIC stock, worth $873,054. This represents 0.01% of its overall portfolio holdings.

Number of Shares

34,117

Previous 36,612 6.81%

Holding current value

$873,054

Previous $962,000 0.21%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

366

Shares Held

234M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History