Intelligent Financial Strategies Dimensional ETF Tr U S Core Eq Transaction History
Intelligent Financial Strategies
- $186 Million
- Q1 2025
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 77,152 shares of DFAC stock, worth $2.67 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
77,152
Previous 77,143
0.01%
Holding current value
$2.67 Million
Previous $2.67 Million
4.65%
% of portfolio
1.36%
Previous 1.52%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio