Intelligent Financial Strategies Dimensional ETF Tr U S Core Eq Transaction History
Intelligent Financial Strategies
- $156 Million
- Q1 2024
A detailed history of Intelligent Financial Strategies transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Intelligent Financial Strategies holds 77,113 shares of DFAC stock, worth $2.51 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
77,113
Previous 213,189
63.83%
Holding current value
$2.51 Million
Previous $6.23 Million
60.47%
% of portfolio
1.58%
Previous 7.8%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.69 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio