Intelligent Financial Strategies Dimensional ETF Tr U S Core Eq Transaction History
Intelligent Financial Strategies
- $175 Million
- Q4 2024
A detailed history of Intelligent Financial Strategies transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Intelligent Financial Strategies holds 77,143 shares of DFAC stock, worth $2.75 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
77,143
Previous 77,133
0.01%
Holding current value
$2.75 Million
Previous $2.64 Million
0.95%
% of portfolio
1.52%
Previous 1.5%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
967Shares Held
754MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio