Intelligent Financial Strategies Dimensional ETF Tr Transaction History
Intelligent Financial Strategies
- $175 Million
- Q4 2024
A detailed history of Intelligent Financial Strategies transactions in Dimensional ETF Tr stock. As of the latest transaction made, Intelligent Financial Strategies holds 35,705 shares of DFAX stock, worth $949,038. This represents 0.51% of its overall portfolio holdings.
Number of Shares
35,705
Previous 35,705
-0.0%
Holding current value
$949,038
Previous $964,000
7.99%
% of portfolio
0.51%
Previous 0.55%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$299 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$222 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$201 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$201 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$160 Million0.22% of portfolio