Modera Wealth Management, LLC Dimensional ETF Tr Dimen Us Su Transaction History

Modera Wealth Management, LLC

$8.27 Billion
Q4 2025

A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr Dimen Us Su stock. As of the latest transaction made, Modera Wealth Management, LLC holds 38,401 shares of DFSU stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

38,401

Previous 38,847 1.15%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	N/A	-446 Reduced 1.15%	38,401 $0
Q3 2025 Oct 31, 2025	SELL	N/A	-515 Reduced 1.31%	38,847 $0
Q2 2025 Aug 06, 2025	SELL	N/A	-300 Reduced 0.76%	39,362 $0
Q1 2025 May 08, 2025	BUY	N/A	800 Added 2.06%	39,662 $0
Q4 2024 Feb 05, 2025	BUY	N/A	363 Added 0.94%	38,862 $0

Q3 2024 Oct 24, 2024	SELL	N/A	-960 Reduced 2.43%	38,499 $0
Q2 2024 Jul 29, 2024	SELL	N/A	-2,564 Reduced 6.1%	39,459 $0
Q1 2024 May 14, 2024	SELL	N/A	-297 Reduced 0.7%	42,023 $0
Q4 2023 Feb 14, 2024	BUY	N/A	452 Added 1.08%	42,320 $0
Q3 2023 Nov 30, 2023	SELL	N/A	-2,456,122 Reduced 98.32%	41,868 $0
Q3 2023 Nov 01, 2023	BUY	N/A	2,455,389 Added 5763.69%	2,497,990 $0
Q2 2023 Aug 07, 2023	BUY	N/A	32,181 Added 308.84%	42,601 $0
Q1 2023 May 05, 2023	BUY	N/A	10,420 New	10,420 $0

Others Institutions Holding DFSU

# of Institutions

251

Shares Held

31M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMEN US SU

Ticker DFSU

More about DFSU

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Modera Wealth Management, LLC Dimensional ETF Tr Dimen Us Su Transaction History