Forza Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History

Forza Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Forza Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Forza Wealth Management, LLC holds 60,748 shares of DFAS stock, worth $4.06 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

60,748

Previous 48,645 24.88%

Holding current value

$4.06 Million

Previous $3.16 Billion 25.3%

% of portfolio

1.8%

Previous 1.44%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$63.58 - $71.15 $769,508 - $861,128	12,103 Added 24.88%	60,748 $3.95 Billion
Q3 2024 Oct 28, 2024	BUY	$59.25 - $65.33 $932,002 - $1.03 Million	15,730 Added 47.79%	48,645 $3.16 Billion
Q2 2024 Jul 17, 2024	BUY	$57.42 - $62.37 $327,006 - $355,197	5,695 Added 20.92%	32,915 $1.98 Billion
Q1 2024 Apr 22, 2024	BUY	$56.66 - $62.34 $1.54 Million - $1.7 Million	27,220 New	27,220 $1.7 Billion

Others Institutions Holding DFAS

# of Institutions

701

Shares Held

108M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Forza Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History