Modera Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Modera Wealth Management, LLC holds 12,833 shares of DFIP stock, worth $544,632. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,833
Previous 12,833 -0.0%
Holding current value
$544,632
Previous $540,000 0.74%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 05, 2025
BUY
$40.31 - $42.43 $517,298 - $544,504
12,833 New
12,833 $519,000
Q3 2023

Nov 01, 2023
BUY
$39.65 - $41.67 $627,302 - $659,261
15,821 New
15,821 $629,000

Others Institutions Holding DFIP

# of Institutions
151
Shares Held
16.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

DFIP Quotes by TradingView
  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email