Fortis Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History

Fortis Advisors, LLC

$130 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	BUY	$24.84 - $27.2 $99 - $108	4 Added 0.67%	605 $16,000
Q1 2024 May 13, 2024	BUY	$23.62 - $25.64 $23 - $25	1 Added 0.17%	601 $15,000
Q4 2023 Feb 13, 2024	BUY	$22.36 - $24.96 $67 - $74	3 Added 0.5%	600 $14,000
Q3 2023 Nov 13, 2023	BUY	$23.16 - $25.43 $162 - $178	7 Added 1.19%	597 $13,000
Q2 2023 Aug 14, 2023	BUY	$23.0 - $24.82 $92 - $99	4 Added 0.68%	590 $14,000
Q1 2023 May 09, 2023	BUY	$22.42 - $24.83 $22 - $24	1 Added 0.17%	586 $13,000
Q4 2022 Feb 14, 2023	BUY	$20.21 - $23.44 $80 - $93	4 Added 0.69%	585 $13,000
Q3 2022 Nov 10, 2022	BUY	$20.44 - $24.05 $11,875 - $13,973	581 New	581 $12,000

Others Institutions Holding DFEM

# of Institutions

347

Shares Held

132M

Call Options Held

0

Put Options Held

0

Forum Financial Management, LP Lombard, IL

15.6M
Shares

$411 Million
8.36% of portfolio
Ci Private Wealth, LLC Miami, FL

5.76M
Shares

$152 Million
0.23% of portfolio
Truepoint, Inc.

4.44M
Shares

$117 Million
3.42% of portfolio
High Tower Advisors, LLC Chicago, IL

3.99M
Shares

$105 Million
0.16% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.96M
Shares

$105 Million
1.18% of portfolio

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

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