Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Modera Wealth Management, LLC
- $7.26 Billion
- Q1 2025
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 751,326 shares of DIHP stock, worth $21.6 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
751,326
Previous 71,448
951.57%
Holding current value
$21.6 Million
Previous $1.8 Million
1022.57%
% of portfolio
0.28%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
264Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$702 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$651 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$604 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$186 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$173 Million3.07% of portfolio