Fortis Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Fortis Advisors, LLC

$131 Million
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	BUY	$25.73 - $27.44 $952 - $1,015	37 Added 1.38%	2,724 $71,000
Q1 2024 May 13, 2024	BUY	$24.62 - $26.83 $98 - $107	4 Added 0.15%	2,687 $71,000
Q4 2023 Feb 13, 2024	BUY	$22.18 - $25.58 $354 - $409	16 Added 0.6%	2,683 $68,000
Q3 2023 Nov 13, 2023	BUY	$23.25 - $25.17 $465 - $503	20 Added 0.76%	2,667 $62,000
Q2 2023 Aug 14, 2023	BUY	$23.45 - $24.88 $680 - $721	29 Added 1.11%	2,647 $64,000
Q1 2023 May 09, 2023	BUY	$22.5 - $24.64 $135 - $147	6 Added 0.23%	2,618 $63,000
Q4 2022 Feb 14, 2023	BUY	$19.06 - $23.03 $266 - $322	14 Added 0.54%	2,612 $58,000
Q3 2022 Nov 10, 2022	BUY	$19.05 - $23.07 $49,491 - $59,935	2,598 New	2,598 $50,000

Others Institutions Holding DFIC

# of Institutions

523

Shares Held

300M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

31.7M
Shares

$1.04 Billion
2.04% of portfolio
Envestnet Asset Management Inc

28.8M
Shares

$945 Million
0.27% of portfolio
Forum Financial Management, LP Lombard, IL

16.5M
Shares

$543 Million
8.43% of portfolio
Evensky & Katz LLC

6.15M
Shares

$202 Million
11.67% of portfolio
High Tower Advisors, LLC Chicago, IL

5.09M
Shares

$167 Million
0.21% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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