Intelligent Financial Strategies Dimensional ETF Tr U S Equity Transaction History
Intelligent Financial Strategies
- $156 Million
- Q1 2024
A detailed history of Intelligent Financial Strategies transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Intelligent Financial Strategies holds 11,370 shares of DFUS stock, worth $683,791. This represents 0.42% of its overall portfolio holdings.
Number of Shares
11,370
Previous 12,190
6.73%
Holding current value
$683,791
Previous $631,000
2.54%
% of portfolio
0.42%
Previous 0.79%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
603Shares Held
117MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$460 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$360 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$308 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$253 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$228 Million0.61% of portfolio