Fortis Capital Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Fortis Capital Advisors, LLC
- $299 Billion
- Q3 2024
A detailed history of Fortis Capital Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 14,594 shares of DFUV stock, worth $629,147. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,594
Previous 14,594
-0.0%
Holding current value
$629,147
Previous $573 Million
6.16%
% of portfolio
0.2%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
656Shares Held
269MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$774 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$622 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$469 Million0.65% of portfolio