Intelligent Financial Strategies Dimensional ETF Tr Transaction History
Intelligent Financial Strategies
- $176 Million
- Q3 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 $909,763. This represents 0.55% of its overall portfolio holdings.
Number of Shares
35,705
Previous 36,090
1.07%
Holding current value
$909,763
Previous $917,000
5.13%
% of portfolio
0.55%
Previous 0.58%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
517Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$286 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio