Modera Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025
Number of Shares
25,307
Previous 22,775 11.12%
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
Q1 2025

May 08, 2025
BUY
N/A
2,532 Added 11.12%
25,307 $0
Q4 2024

Feb 05, 2025
BUY
N/A
370 Added 1.65%
22,775 $0
Q3 2024

Oct 24, 2024
BUY
N/A
24 Added 0.11%
22,405 $0
Q2 2024

Jul 29, 2024
BUY
N/A
22,381 New
22,381 $0
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