Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Modera Wealth Management, LLC
- $8.27 Billion
- Q4 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 22,570 shares of DUHP stock, worth $849,986. This represents 0.01% of its overall portfolio holdings.
Number of Shares
22,570
Previous 29,308
22.99%
Holding current value
$849,986
Previous $1.11 Million
23.24%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
493Shares Held
225MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio