Intelligent Financial Strategies Dimensional ETF Tr U S Core Eq Transaction History
Intelligent Financial Strategies
- $183 Million
- Q2 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 93,828 shares of DFAC stock, worth $3.64 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
93,828
Previous 77,152
21.61%
Holding current value
$3.64 Million
Previous $2.55 Million
32.1%
% of portfolio
1.84%
Previous 1.36%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio