Intelligent Financial Strategies Dimensional ETF Tr U S Core Eq Transaction History
Intelligent Financial Strategies
- $175 Million
- Q4 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 77,143 shares of DFAC stock, worth $2.58 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
77,143
Previous 77,133
0.01%
Holding current value
$2.58 Million
Previous $2.64 Million
0.95%
% of portfolio
1.52%
Previous 1.5%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,063Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.92 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.56 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.26 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$608 Million0.26% of portfolio