Fortis Capital Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Fortis Capital Advisors, LLC
- $293 Billion
- Q4 2024
A detailed history of Fortis Capital Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 11,074 shares of DFUS stock, worth $663,997. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,074
Previous 11,074
-0.0%
Holding current value
$663,997
Previous $689 Million
1.77%
% of portfolio
0.23%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
759Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.55 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$477 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$309 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$283 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$230 Million0.08% of portfolio