Intelligent Financial Strategies Dimensional ETF Tr Us Marketwi Transaction History
Intelligent Financial Strategies
- $156 Million
- Q1 2024
A detailed history of Intelligent Financial Strategies transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Intelligent Financial Strategies holds 120,727 shares of DFUV stock, worth $4.71 Million. This represents 3.17% of its overall portfolio holdings.
Number of Shares
120,727
Previous 123,546
2.28%
Holding current value
$4.71 Million
Previous $4.6 Million
7.37%
% of portfolio
3.17%
Previous 5.76%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio