Intelligent Financial Strategies Dimensional ETF Tr Us Marketwi Transaction History
Intelligent Financial Strategies
- $199 Million
- Q3 2025
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 107,939 shares of DFUV stock, worth $4.86 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
107,939
Previous 110,788
2.57%
Holding current value
$4.86 Million
Previous $4.68 Million
2.97%
% of portfolio
2.42%
Previous 2.56%
Shares
14 transactions
Others Institutions Holding DFUV
# of Institutions
768Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio