International Assets Investment Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 19, 2023	BUY	$31.9 - $35.83 $761,102 - $854,867	23,859 New	23,859 $798,000
Q3 2022 Oct 31, 2022	SELL	$29.6 - $34.78 $657,060 - $772,046	-22,198 Closed	0 $0
Q2 2022 Aug 17, 2022	BUY	$30.92 - $35.31 $686,362 - $783,811	22,198 New	22,198 $520,000

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

Mercer Global Advisors Inc Denver, CO

35.3M
Shares

$1.52 Billion
3.22% of portfolio
Envestnet Asset Management Inc

33M
Shares

$1.42 Billion
0.46% of portfolio
Savant Capital, LLC

18.5M
Shares

$796 Million
6.58% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.4M
Shares

$620 Million
6.31% of portfolio
Ci Private Wealth, LLC Miami, FL

10.9M
Shares

$468 Million
0.65% of portfolio

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of International Assets Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on International Assets Investment Management, LLC with notifications on news.

Account