Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Modera Wealth Management, LLC

$6.54 Billion
Q1 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 92,874 shares of DISV stock, worth $2.55 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

92,874

Previous 90,397 2.74%

Holding current value

$2.55 Million

Previous $2.33 Million 8.32%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$24.73 - $27.24 $61,256 - $67,473	2,477 Added 2.74%	92,874 $2.53 Million
Q4 2023 Feb 14, 2024	SELL	$22.43 - $25.87 $25,906 - $29,879	-1,155 Reduced 1.26%	90,397 $2.33 Million
Q3 2023 Nov 30, 2023	BUY	$23.27 - $25.13 $866,947 - $936,243	37,256 Added 68.62%	91,552 $2.18 Million
Q3 2023 Nov 01, 2023	SELL	$23.27 - $25.13 $873,579 - $943,405	-37,541 Reduced 40.88%	54,296 $1.29 Million
Q2 2023 Aug 07, 2023	BUY	$23.01 - $24.6 $96,503 - $103,172	4,194 Added 4.79%	91,837 $2.17 Million

Q1 2023 May 05, 2023	SELL	$22.4 - $24.75 $42,470 - $46,926	-1,896 Reduced 2.12%	87,643 $2.09 Million
Q4 2022 Feb 07, 2023	BUY	$20.21 - $22.54 $1.81 Million - $2.02 Million	89,539 New	89,539 $1.99 Million

Others Institutions Holding DISV

# of Institutions

247

Shares Held

53.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History