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

International Assets Investment Management, LLC

$957 Billion
Q1 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	$30.15 - $34.78 $669,269 - $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

593

Shares Held

242M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

25.8M
Shares

$1.01 Billion
3.0% of portfolio
Envestnet Asset Management Inc

24M
Shares

$936 Million
0.37% of portfolio
Savant Capital, LLC

16.6M
Shares

$646 Million
7.85% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.5M
Shares

$565 Million
6.73% of portfolio
Ci Private Wealth, LLC Miami, FL

11M
Shares

$427 Million
0.71% of portfolio

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
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