Fortis Capital Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Fortis Capital Advisors, LLC
- $293 Billion
- Q4 2024
A detailed history of Fortis Capital Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 3,436 shares of DFAS stock, worth $230,005. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,436
Previous 3,436
-0.0%
Holding current value
$230,005
Previous $223 Million
0.66%
% of portfolio
0.08%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
773Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$887 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$503 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$438 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$346 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio