Intelligent Financial Strategies Dimensional ETF Tr Us Marketwi Transaction History
Intelligent Financial Strategies
- $175 Million
- Q4 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 115,083 shares of DFUV stock, worth $4.42 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
115,083
Previous 116,633
1.33%
Holding current value
$4.42 Million
Previous $4.86 Million
3.15%
% of portfolio
2.69%
Previous 2.77%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.3 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.21 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$689 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$554 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$412 Million0.67% of portfolio