Fortis Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Fortis Advisors, LLC

  • $130 Million
  • Q3 2024

A detailed history of Fortis Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Fortis Advisors, LLC holds 41,926 shares of DFAC stock, worth $1.46 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
41,926
Previous 41,811 0.28%
Holding current value
$1.46 Million
Previous $1.35 Million 6.68%
% of portfolio
1.11%
Previous 1.06%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$31.05 - $34.29 $3,570 - $3,943
115 Added 0.28%
41,926 $1.44 Million
Q2 2024

Dec 05, 2024
SELL
$30.09 - $32.37 $3,460 - $3,722
-115 Reduced 0.27%
41,811 $1.35 Million
Q2 2024

Aug 08, 2024
BUY
$30.09 - $32.37 $3,761 - $4,046
125 Added 0.3%
41,811 $1.35 Million
Q1 2024

Dec 05, 2024
BUY
$28.62 - $31.95 $2,461 - $2,747
86 Added 0.21%
41,686 $1.33 Million
Q1 2024

May 13, 2024
BUY
$28.62 - $31.95 $2,461 - $2,747
86 Added 0.21%
41,686 $1.33 Million
Q4 2023

Dec 05, 2024
SELL
$24.91 - $29.38 $8,120 - $9,577
-326 Reduced 0.78%
41,600 $1.22 Million
Q4 2023

Feb 13, 2024
BUY
$24.91 - $29.38 $3,636 - $4,289
146 Added 0.35%
41,600 $1.22 Million
Q3 2023

Dec 05, 2024
SELL
$26.05 - $28.22 $12,295 - $13,319
-472 Reduced 1.13%
41,454 $1.09 Million
Q3 2023

Nov 13, 2023
BUY
$26.05 - $28.22 $3,959 - $4,289
152 Added 0.37%
41,454 $1.09 Million
Q2 2023

Dec 04, 2024
SELL
$24.86 - $27.15 $15,512 - $16,941
-624 Reduced 1.49%
41,302 $1.12 Million
Q2 2023

Aug 14, 2023
BUY
$24.86 - $27.15 $3,554 - $3,882
143 Added 0.35%
41,302 $1.12 Million
Q1 2023

May 09, 2023
BUY
$24.18 - $26.58 $2,393 - $2,631
99 Added 0.24%
41,159 $1.05 Million
Q4 2022

Feb 14, 2023
BUY
$22.49 - $25.81 $4,700 - $5,394
209 Added 0.51%
41,060 $996,000
Q3 2022

Nov 10, 2022
SELL
$22.24 - $26.54 $2,068 - $2,468
-93 Reduced 0.23%
40,851 $909,000
Q2 2022

Aug 15, 2022
BUY
$22.75 - $27.77 $3,458 - $4,221
152 Added 0.37%
40,944 $954,000
Q1 2022

May 16, 2022
BUY
$25.76 - $29.21 $2,344 - $2,658
91 Added 0.22%
40,792 $1.13 Million
Q4 2021

Feb 14, 2022
BUY
$26.63 - $29.09 $4,393 - $4,799
165 Added 0.41%
40,701 $1.18 Million
Q3 2021

Nov 12, 2021
BUY
$26.06 - $27.9 $2,944 - $3,152
113 Added 0.28%
40,536 $1.08 Million
Q2 2021

Aug 16, 2021
BUY
$25.92 - $26.98 $1.05 Million - $1.09 Million
40,423 New
40,423 $1.09 Million

Others Institutions Holding DFAC

# of Institutions
921
Shares Held
741M
Call Options Held
76K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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