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 2,936,778 shares of DFSV stock, worth $84 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
2,936,778
Previous 2,883,089 1.86%
Holding current value
$84 Million
Previous $88.7 Million 6.84%
% of portfolio
1.14%
Previous 1.09%

Shares

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

May 08, 2025
BUY
$27.56 - $32.1 $1.48 Million - $1.72 Million
53,689 Added 1.86%
2,936,778 $82.7 Million
Q4 2024

Feb 05, 2025
BUY
$30.18 - $33.87 $9.57 Million - $10.7 Million
317,240 Added 12.36%
2,883,089 $88.7 Million
Q3 2024

Oct 24, 2024
BUY
$28.25 - $31.7 $6.13 Million - $6.88 Million
216,965 Added 9.24%
2,565,849 $79 Million
Q2 2024

Jul 29, 2024
BUY
$27.81 - $30.13 $5.34 Million - $5.79 Million
192,043 Added 8.9%
2,348,884 $67.6 Million
Q1 2024

May 14, 2024
BUY
$27.45 - $30.1 $7.38 Million - $8.09 Million
268,804 Added 14.24%
2,156,841 $64.9 Million
Q4 2023

Feb 14, 2024
BUY
$23.61 - $29.53 $12.4 Million - $15.6 Million
527,254 Added 38.75%
1,888,037 $55 Million
Q3 2023

Nov 30, 2023
BUY
$24.97 - $27.69 $3.94 Million - $4.37 Million
157,729 Added 13.11%
1,360,783 $34.5 Million
Q3 2023

Nov 01, 2023
BUY
$24.97 - $27.69 $2.94 Million - $3.26 Million
117,788 Added 10.85%
1,203,054 $30.5 Million
Q2 2023

Aug 07, 2023
BUY
$23.17 - $25.7 $6.75 Million - $7.49 Million
291,516 Added 36.73%
1,085,266 $27.9 Million
Q1 2023

May 05, 2023
BUY
$23.74 - $28.31 $18.8 Million - $22.5 Million
793,750 New
793,750 $19.8 Million

Others Institutions Holding DFSV

# of Institutions
440
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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