Modera Wealth Management, LLC Dimensional ETF Tr Us Marketwi Call Options Transaction History
Modera Wealth Management, LLC
- $7.91 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFUV
# of Institutions
748Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.6 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.41 Billion0.41% of portfolio
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Savant Capital, LLC16.7MShares$743 Million4.61% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$641 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL8.25MShares$367 Million0.51% of portfolio