Modera Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Modera Wealth Management, LLC
- $6.54 Billion
- Q1 2024
A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Modera Wealth Management, LLC holds 2,440,025 shares of DFUV stock, worth $95.4 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
2,440,025
Previous 2,451,895
0.48%
Holding current value
$95.4 Million
Previous $91.3 Million
9.36%
% of portfolio
1.53%
Previous 1.52%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
591Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$939 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$648 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$567 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$429 Million0.71% of portfolio