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 7,425 shares of DUHP stock, worth $239,010. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,425Holding current value
$239,010% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$847 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$826 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$261 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$228 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$215 Million16.65% of portfolio