Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 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 28,998 shares of DUHP stock, worth $961,283. This represents 0.01% of its overall portfolio holdings.
Number of Shares
28,998
Previous 7,535
284.84%
Holding current value
$961,283
Previous $256,000
282.42%
% of portfolio
0.01%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$229 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio