Modera Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Modera Wealth Management, LLC
- $7.79 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$144 Million5.09% of portfolio
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Heirloom Wealth Management Greenwood Village, CO991KShares$40.9 Million13.61% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO803KShares$33.1 Million4.54% of portfolio
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Planning Center, Inc.744KShares$30.7 Million5.32% of portfolio
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Geometric Wealth Advisors430KShares$17.7 Million3.51% of portfolio