Modera Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Modera Wealth Management, LLC holds 13,160 shares of DFEM stock, worth $336,764. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,160
Previous 89,616
85.32%
Holding current value
$336,764
Previous $2.52 Million
86.36%
% of portfolio
0.0%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
420Shares Held
1.17BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.1 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$418 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$152 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$132 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$121 Million3.4% of portfolio