Modera Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025
Number of Shares
36,855
Previous 36,401 1.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
N/A
454 Added 1.25%
36,855 $0
Q4 2024

Feb 05, 2025
BUY
N/A
10,525 Added 40.67%
36,401 $0
Q3 2024

Oct 24, 2024
SELL
N/A
-644 Reduced 2.43%
25,876 $0
Q2 2024

Jul 29, 2024
SELL
N/A
-2,442 Reduced 8.43%
26,520 $0
Q1 2024

May 14, 2024
SELL
N/A
-1,184 Reduced 3.93%
28,962 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-714 Reduced 2.31%
30,146 $0
Q3 2023

Nov 30, 2023
BUY
N/A
19,539 Added 172.59%
30,860 $0
Q3 2023

Nov 01, 2023
SELL
N/A
-19,454 Reduced 63.21%
11,321 $0
Q2 2023

Aug 07, 2023
BUY
N/A
10,305 Added 50.34%
30,775 $0
Q1 2023

May 05, 2023
BUY
N/A
20,470 New
20,470 $0
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