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 $1.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,998
Previous 7,535 284.84%
Holding current value
$1.02 Million
Previous $256,000 282.42%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$33.62 - $35.69 $721,586 - $766,014
21,463 Added 284.84%
28,998 $979,000
Q3 2024

Oct 24, 2024
BUY
$30.74 - $34.07 $3,381 - $3,747
110 Added 1.48%
7,535 $256,000
Q1 2024

May 14, 2024
BUY
$28.16 - $31.61 $209,088 - $234,704
7,425 New
7,425 $234,000

Others Institutions Holding DUHP

# of Institutions
373
Shares Held
216M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DUHP Quotes by TradingView
  • Ticker DUHP
  • Sector ETFs
  • Industry ETFs
More about DUHP
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email