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 71,448 shares of DIHP stock, worth $1.92 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
71,448Holding current value
$1.92 Million% of portfolio
0.02%Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
233Shares Held
123MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$603 Million0.21% of portfolio
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Mercer Global Advisors Inc Denver, CO22.1MShares$595 Million1.34% of portfolio
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Savant Capital, LLC15.5MShares$416 Million3.18% of portfolio
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Vista Wealth Management Group, LLC6.34MShares$170 Million10.75% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$161 Million3.18% of portfolio