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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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