Forza Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Forza Wealth Management, LLC holds 9,585 shares of DFAT stock, worth $514,618. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,585
Previous 9,585
-0.0%
Holding current value
$514,618
Previous $522 Million
4.7%
% of portfolio
0.26%
Previous 0.27%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$765 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$668 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$463 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$403 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$260 Million2.47% of portfolio