A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr Dimen Emrgn stock. As of the latest transaction made, Modera Wealth Management, LLC holds 22,757 shares of DFSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,757
Previous 22,834 0.34%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
N/A
-77 Reduced 0.34%
22,757 $0
Q4 2023

Feb 14, 2024

BUY
N/A
394 Added 1.76%
22,834 $0
Q3 2023

Nov 30, 2023

BUY
N/A
22,440 New
22,440 $0
Q2 2023

Aug 07, 2023

BUY
N/A
21,892 New
21,892 $0

Others Institutions Holding DFSE

About DIMENSIONAL ETF TR DIMEN EMRGN


  • Ticker DFSE
More about DFSE
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.