Intelligent Financial Strategies Dimensional ETF Tr U S Equity Transaction History
Intelligent Financial Strategies
- $176 Million
- Q3 2024
A detailed history of Intelligent Financial Strategies transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Intelligent Financial Strategies holds 10,180 shares of DFUS stock, worth $631,465. This represents 0.36% of its overall portfolio holdings.
Number of Shares
10,180
Previous 10,666
4.56%
Holding current value
$631,465
Previous $627,000
0.96%
% of portfolio
0.36%
Previous 0.4%
Shares
8 transactions
Others Institutions Holding DFUS
# of Institutions
638Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$363 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$228 Million0.23% of portfolio