Fortis Capital Advisors, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 7,211 shares of DFAT stock, worth $353,843. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,211
Previous 7,211
-0.0%
Holding current value
$353,843
Previous $401 Million
0.32%
% of portfolio
0.14%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
769Shares Held
167MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$684 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$248 Million1.97% of portfolio