Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Modera Wealth Management, LLC

$8.14 Billion
Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Modera Wealth Management, LLC holds 2,883,089 shares of DFSV stock, worth $90.6 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

2,883,089

Previous 2,565,849 12.36%

Holding current value

$90.6 Million

Previous $79 Million 12.29%

% of portfolio

1.09%

Previous 1.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$30.18 - $33.87 $9.57 Million - $10.7 Million	317,240 Added 12.36%	2,883,089 $88.7 Million
Q3 2024 Oct 24, 2024	BUY	$28.25 - $31.7 $6.13 Million - $6.88 Million	216,965 Added 9.24%	2,565,849 $79 Million
Q2 2024 Jul 29, 2024	BUY	$27.81 - $30.13 $5.34 Million - $5.79 Million	192,043 Added 8.9%	2,348,884 $67.6 Million
Q1 2024 May 14, 2024	BUY	$27.45 - $30.1 $7.38 Million - $8.09 Million	268,804 Added 14.24%	2,156,841 $64.9 Million
Q4 2023 Feb 14, 2024	BUY	$23.61 - $29.53 $12.4 Million - $15.6 Million	527,254 Added 38.75%	1,888,037 $55 Million
Q3 2023 Nov 30, 2023	BUY	$24.97 - $27.69 $3.94 Million - $4.37 Million	157,729 Added 13.11%	1,360,783 $34.5 Million
Q3 2023 Nov 01, 2023	BUY	$24.97 - $27.69 $2.94 Million - $3.26 Million	117,788 Added 10.85%	1,203,054 $30.5 Million
Q2 2023 Aug 07, 2023	BUY	$23.17 - $25.7 $6.75 Million - $7.49 Million	291,516 Added 36.73%	1,085,266 $27.9 Million
Q1 2023 May 05, 2023	BUY	$23.74 - $28.31 $18.8 Million - $22.5 Million	793,750 New	793,750 $19.8 Million

Others Institutions Holding DFSV

# of Institutions

411

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Account

Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History