Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 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 13,203 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,203
Previous 15,499 14.81%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 08, 2025
SELL
N/A
-2,296 Reduced 14.81%
13,203 $0
Q4 2024

Feb 05, 2025
BUY
N/A
945 Added 6.49%
15,499 $0
Q3 2024

Oct 24, 2024
BUY
N/A
39 Added 0.27%
14,554 $0
Q2 2024

Jul 29, 2024
SELL
N/A
-843 Reduced 5.49%
14,515 $0
Q1 2024

May 14, 2024
SELL
N/A
-85 Reduced 0.55%
15,358 $0
Q4 2023

Feb 14, 2024
BUY
N/A
6,668 Added 75.99%
15,443 $0
Q3 2023

Nov 30, 2023
SELL
N/A
-11,554 Reduced 56.84%
8,775 $0
Q3 2023

Nov 01, 2023
BUY
N/A
11,002 Added 117.96%
20,329 $0
Q2 2023

Aug 07, 2023
BUY
N/A
9,327 New
9,327 $0

Others Institutions Holding DFSB

# of Institutions
97
Shares Held
5.61M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSB Quotes by TradingView
  • Ticker DFSB
More about DFSB
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