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

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 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 $531,029. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,833
Previous 12,833 -0.0%
Holding current value
$531,029
Previous $519,000 4.05%
% 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
146
Shares Held
15.5M
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
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