Modera Wealth Management, LLC Dimensional ETF Tr Call Options Transaction History

Modera Wealth Management, LLC

$8.14 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAU

# of Institutions

471

Shares Held

2.18B

Call Options Held

0

Put Options Held

0

Elser Financial Planning, Inc Indianapolis, IN

1.98B
Shares

$83.5 Billion
4.8% of portfolio
Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$3.28 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

4.94M
Shares

$208 Million
1.73% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$175 Million
5.04% of portfolio
Aquire Wealth Advisors, LLC

3.62M
Shares

$152 Million
45.35% of portfolio

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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