Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Modera Wealth Management, LLC

$6.75 Billion
Q2 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 61,270 shares of DFIS stock, worth $1.64 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

61,270

Previous 54,469 12.49%

Holding current value

$1.64 Million

Previous $1.36 Million 10.63%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	BUY	$24.08 - $25.86 $163,768 - $175,873	6,801 Added 12.49%	61,270 $1.51 Million
Q1 2024 May 14, 2024	BUY	$23.13 - $25.1 $4,001 - $4,342	173 Added 0.32%	54,469 $1.36 Million
Q3 2023 Nov 30, 2023	BUY	$21.81 - $23.89 $271,054 - $296,904	12,428 Added 29.68%	54,296 $1.19 Million
Q3 2023 Nov 01, 2023	SELL	$21.81 - $23.89 $381,522 - $417,907	-17,493 Reduced 29.47%	41,868 $918,000
Q2 2023 Aug 07, 2023	SELL	$22.26 - $23.55 $2,337 - $2,472	-105 Reduced 0.18%	59,361 $1.35 Million
Q4 2022 Feb 07, 2023	BUY	$18.29 - $22.14 $1.09 Million - $1.32 Million	59,466 New	59,466 $1.28 Million

Others Institutions Holding DFIS

# of Institutions

184

Shares Held

61.4M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History