Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025

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 22,761 shares of DFIS stock, worth $721,978. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,761
Previous 22,761 -0.0%
Holding current value
$721,978
Previous $588,000 15.48%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$23.92 - $26.89 $11,649 - $13,095
487 Added 2.19%
22,761 $588,000
Q4 2024

Feb 05, 2025
SELL
$24.25 - $26.7 $1.19 Million - $1.31 Million
-49,200 Reduced 68.84%
22,274 $547,000
Q3 2024

Oct 24, 2024
BUY
$24.06 - $26.97 $245,508 - $275,201
10,204 Added 16.65%
71,474 $1.92 Million
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
274
Shares Held
86.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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