Modera Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
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 $530,516. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,833Holding current value
$530,516% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
119Shares Held
13.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$145 Million5.1% of portfolio
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Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.4 Million13.39% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO803KShares$33.2 Million4.54% of portfolio
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Planning Center, Inc.754KShares$31.2 Million5.34% of portfolio
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Geometric Wealth Advisors430KShares$17.8 Million3.51% of portfolio