Modera Wealth Management, LLC Dimensional ETF Tr Transaction History

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Modera Wealth Management, LLC holds 2,551,604 shares of DFIV stock, worth $108 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
2,551,604
Previous 2,591,495 1.54%
Holding current value
$108 Million
Previous $91.9 Million 9.26%
% of portfolio
1.38%
Previous 1.13%

Shares

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

May 08, 2025
SELL
$35.33 - $40.77 $1.41 Million - $1.63 Million
-39,891 Reduced 1.54%
2,551,604 $100 Million
Q4 2024

Feb 05, 2025
SELL
$34.86 - $37.97 $1.12 Million - $1.22 Million
-32,017 Reduced 1.22%
2,591,495 $91.9 Million
Q3 2024

Oct 24, 2024
SELL
$34.66 - $38.38 $99,162 - $109,805
-2,861 Reduced 0.11%
2,623,512 $99.9 Million
Q2 2024

Jul 29, 2024
SELL
$35.5 - $38.02 $1.11 Million - $1.18 Million
-31,140 Reduced 1.17%
2,626,373 $94.4 Million
Q1 2024

May 14, 2024
SELL
$33.15 - $36.75 $1.17 Million - $1.3 Million
-35,272 Reduced 1.31%
2,657,513 $97.7 Million
Q4 2023

Feb 14, 2024
BUY
$30.86 - $34.46 $69,774 - $77,914
2,261 Added 0.08%
2,692,785 $92.5 Million
Q3 2023

Nov 30, 2023
BUY
$32.1 - $34.42 $85.4 Million - $91.5 Million
2,659,664 Added 8618.48%
2,690,524 $87.8 Million
Q3 2023

Nov 01, 2023
SELL
$32.1 - $34.42 $85.5 Million - $91.7 Million
-2,664,856 Reduced 98.86%
30,860 $1.01 Million
Q2 2023

Aug 07, 2023
BUY
$31.45 - $33.77 $996,398 - $1.07 Million
31,682 Added 1.19%
2,695,716 $88.6 Million
Q1 2023

May 05, 2023
BUY
$30.43 - $33.38 $15.5 Million - $17 Million
509,613 Added 23.65%
2,664,034 $85.9 Million
Q4 2022

Feb 07, 2023
BUY
$25.88 - $31.1 $8.24 Million - $9.9 Million
318,349 Added 17.34%
2,154,421 $65.5 Million
Q3 2022

Nov 01, 2022
SELL
$25.71 - $30.57 $2.3 Million - $2.73 Million
-89,268 Reduced 4.64%
1,836,072 $47.3 Million
Q2 2022

Jul 27, 2022
SELL
$28.66 - $33.84 $321,622 - $379,752
-11,222 Reduced 0.58%
1,925,340 $55.6 Million
Q1 2022

May 03, 2022
BUY
$30.75 - $35.49 $5.55 Million - $6.4 Million
180,333 Added 10.27%
1,936,562 $64.8 Million
Q4 2021

Feb 04, 2022
BUY
$31.61 - $34.21 $1.29 Million - $1.39 Million
40,732 Added 2.37%
1,756,229 $57.6 Million
Q3 2021

Nov 04, 2021
BUY
$32.25 - $33.65 $55.3 Million - $57.7 Million
1,715,497 New
1,715,497 $56.2 Million

Others Institutions Holding DFIV

# of Institutions
687
Shares Held
226M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

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