Modera Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Modera Wealth Management, LLC holds 2,390,093 shares of DFUV stock, worth $98.8 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
2,390,093
Previous 2,421,830 1.31%
Holding current value
$98.8 Million
Previous $95.1 Million 4.77%
% of portfolio
1.28%
Previous 1.41%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$38.51 - $41.69 $1.22 Million - $1.32 Million
-31,737 Reduced 1.31%
2,390,093 $99.6 Million
Q2 2024

Jul 29, 2024
SELL
$38.53 - $40.76 $701,053 - $741,628
-18,195 Reduced 0.75%
2,421,830 $95.1 Million
Q1 2024

May 14, 2024
SELL
$36.22 - $40.9 $429,931 - $485,483
-11,870 Reduced 0.48%
2,440,025 $99.8 Million
Q4 2023

Feb 14, 2024
SELL
$31.85 - $37.39 $1.47 Million - $1.72 Million
-46,095 Reduced 1.85%
2,451,895 $91.3 Million
Q3 2023

Nov 30, 2023
BUY
$33.83 - $36.19 $71.8 Million - $76.8 Million
2,123,486 Added 567.01%
2,497,990 $85 Million
Q3 2023

Nov 01, 2023
SELL
$33.83 - $36.19 $73.3 Million - $78.4 Million
-2,166,891 Reduced 85.26%
374,504 $12.7 Million
Q2 2023

Aug 07, 2023
SELL
$32.32 - $34.5 $1.88 Million - $2.01 Million
-58,207 Reduced 2.24%
2,541,395 $87.7 Million
Q1 2023

May 05, 2023
SELL
$31.9 - $35.83 $23 Million - $25.9 Million
-721,808 Reduced 21.73%
2,599,602 $87 Million
Q4 2022

Feb 07, 2023
BUY
$30.23 - $35.36 $16.2 Million - $18.9 Million
534,759 Added 19.19%
3,321,410 $111 Million
Q3 2022

Nov 01, 2022
SELL
$29.6 - $34.78 $6.66 Million - $7.83 Million
-225,006 Reduced 7.47%
2,786,651 $82.5 Million
Q2 2022

Jul 27, 2022
BUY
$30.92 - $35.31 $93.1 Million - $106 Million
3,011,657 New
3,011,657 $95.2 Million

Others Institutions Holding DFUV

# of Institutions
640
Shares Held
267M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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