Forza Wealth Management, LLC Dimensional ETF Tr Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forza Wealth Management, LLC holds 204,965 shares of DFAI stock, worth $6.2 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
204,965
Previous 187,670
9.22%
Holding current value
$6.2 Million
Previous $5.67 Billion
7.23%
% of portfolio
3.14%
Previous 2.95%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
495Shares Held
143MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.09MShares$184 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$160 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$142 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$117 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$101 Million15.43% of portfolio