Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Modera Wealth Management, LLC
- $7.91 Billion
- Q2 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 1,245,030 shares of DIHP stock, worth $38.5 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
1,245,030
Previous 751,326
65.71%
Holding current value
$38.5 Million
Previous $20.2 Million
81.4%
% of portfolio
0.46%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
291Shares Held
149MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$797 Million1.57% of portfolio
-
Envestnet Asset Management Inc25.3MShares$781 Million0.23% of portfolio
-
Savant Capital, LLC23.9MShares$740 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$200 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$185 Million3.07% of portfolio