Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Modera Wealth Management, LLC
- $6.75 Billion
- Q2 2024
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 2,348,884 shares of DFSV stock, worth $72.1 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
2,348,884
Previous 2,156,841
8.9%
Holding current value
$72.1 Million
Previous $64.9 Million
4.13%
% of portfolio
1.0%
Previous 0.99%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
317Shares Held
81.1MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$252 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$151 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$143 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$84.2 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$77.1 Million0.78% of portfolio