Modera Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Modera Wealth Management, LLC
- $7.79 Billion
- Q3 2024
A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Modera Wealth Management, LLC holds 5,176,446 shares of DFAC stock, worth $183 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
5,176,446
Previous 5,236,081
1.14%
Holding current value
$183 Million
Previous $169 Million
5.15%
% of portfolio
2.28%
Previous 2.5%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$626 Million0.28% of portfolio