Modera Wealth Management, LLC Dimensional ETF Tr Transaction History
Modera Wealth Management, LLC
- $6.75 Billion
- Q2 2024
A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Modera Wealth Management, LLC holds 2,626,373 shares of DFIV stock, worth $98.4 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
2,626,373
Previous 2,657,513
1.17%
Holding current value
$98.4 Million
Previous $97.7 Million
3.35%
% of portfolio
1.4%
Previous 1.49%
Shares
13 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$626 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$549 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio