Modera Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025
Number of Shares
199,629
Previous 203,531 1.92%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
N/A
-3,902 Reduced 1.92%
199,629 $0
Q2 2025

Aug 06, 2025
BUY
N/A
3,436 Added 1.72%
203,531 $0
Q1 2025

May 08, 2025
BUY
N/A
32,525 Added 19.41%
200,095 $0
Q4 2024

Feb 05, 2025
BUY
N/A
167,570 New
167,570 $0
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