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 523,119 shares of DISV stock, worth $18.8 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

523,119

Previous 553,384 5.47%

Holding current value

$18.8 Million

Previous $19.8 Million 4.86%

% of portfolio

0.23%

Previous 0.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$35.06 - $36.3 $1.06 Million - $1.1 Million	-30,265 Reduced 5.47%	523,119 $18.8 Million
Q3 2025 Oct 31, 2025	SELL	$32.78 - $35.79 $186,550 - $203,680	-5,691 Reduced 1.02%	553,384 $19.8 Million
Q2 2025 Aug 06, 2025	BUY	$25.93 - $32.91 $13 Million - $16.5 Million	502,874 Added 894.78%	559,075 $18.4 Million
Q1 2025 May 08, 2025	BUY	$26.09 - $30.21 $195,883 - $226,816	7,508 Added 15.42%	56,201 $1.64 Million
Q4 2024 Feb 05, 2025	SELL	$26.18 - $28.77 $678,925 - $746,092	-25,933 Reduced 34.75%	48,693 $1.29 Million

Q3 2024 Oct 24, 2024	SELL	$26.06 - $29.18 $67,912 - $76,043	-2,606 Reduced 3.37%	74,626 $2.17 Million
Q2 2024 Jul 29, 2024	SELL	$26.23 - $28.56 $410,289 - $446,735	-15,642 Reduced 16.84%	77,232 $2.08 Million
Q1 2024 May 14, 2024	BUY	$24.73 - $27.24 $61,256 - $67,473	2,477 Added 2.74%	92,874 $2.53 Million
Q4 2023 Feb 14, 2024	SELL	$22.43 - $25.87 $25,906 - $29,879	-1,155 Reduced 1.26%	90,397 $2.33 Million
Q3 2023 Nov 30, 2023	BUY	$23.27 - $25.13 $866,947 - $936,243	37,256 Added 68.62%	91,552 $2.18 Million
Q3 2023 Nov 01, 2023	SELL	$23.27 - $25.13 $873,579 - $943,405	-37,541 Reduced 40.88%	54,296 $1.29 Million
Q2 2023 Aug 07, 2023	BUY	$23.01 - $24.6 $96,503 - $103,172	4,194 Added 4.79%	91,837 $2.17 Million
Q1 2023 May 05, 2023	SELL	$22.4 - $24.75 $42,470 - $46,926	-1,896 Reduced 2.12%	87,643 $2.09 Million
Q4 2022 Feb 07, 2023	BUY	$18.45 - $22.54 $1.65 Million - $2.02 Million	89,539 New	89,539 $1.99 Million

Others Institutions Holding DISV

# of Institutions

396

Shares Held

83.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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Modera Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History