Intelligent Financial Strategies Dimensional ETF Tr Us Marketwi Transaction History
Intelligent Financial Strategies
- $176 Million
- Q3 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 116,633 shares of DFUV stock, worth $4.77 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
116,633
Previous 119,481
2.38%
Holding current value
$4.77 Million
Previous $4.69 Million
3.62%
% of portfolio
2.77%
Previous 2.98%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
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Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio