Intelligent Financial Strategies Dimensional ETF Tr Us Marketwi Transaction History
Intelligent Financial Strategies
- $175 Million
- Q4 2024
A detailed history of Intelligent Financial Strategies transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Intelligent Financial Strategies holds 115,083 shares of DFUV stock, worth $4.92 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
115,083
Previous 116,633
1.33%
Holding current value
$4.92 Million
Previous $4.86 Million
3.15%
% of portfolio
2.69%
Previous 2.77%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
663Shares Held
271MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.41 Billion0.46% of portfolio
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Savant Capital, LLC18MShares$767 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$617 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$465 Million0.65% of portfolio