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

Sensible Financial Planning & Management, Llc.

$463 Million
Q2 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

617

Shares Held

255M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

29M
Shares

$1.2 Billion
2.88% of portfolio
Envestnet Asset Management Inc

27.1M
Shares

$1.12 Billion
0.38% of portfolio
Savant Capital, LLC

18.4M
Shares

$759 Million
7.09% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.4M
Shares

$597 Million
6.31% of portfolio
Ci Private Wealth, LLC Miami, FL

10.9M
Shares

$453 Million
0.76% of portfolio

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