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

$1.44 Billion
3.22% of portfolio
Envestnet Asset Management Inc

33M
Shares

$1.35 Billion
0.46% of portfolio
Savant Capital, LLC

18.5M
Shares

$757 Million
6.58% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.4M
Shares

$590 Million
6.31% of portfolio
Ci Private Wealth, LLC Miami, FL

10.9M
Shares

$445 Million
0.65% of portfolio

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
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