Sensible Financial Planning & Management, Llc. Dimensional ETF Tr Us Marketwi Transaction History

Sensible Financial Planning & Management, Llc.

$507 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	BUY	$29.6 - $34.78 $35,372 - $41,562	1,195 Added 0.49%	247,335 $7.32 Million
Q2 2022 Aug 04, 2022	BUY	$30.92 - $35.31 $7.61 Million - $8.69 Million	246,140 New	246,140 $7.78 Million

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

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Ticker DFUV
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