Fortis Capital Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Fortis Capital Advisors, LLC
- $277 Billion
- Q2 2024
A detailed history of Fortis Capital Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 11,074 shares of DFUS stock, worth $672,966. This represents 0.24% of its overall portfolio holdings.
Number of Shares
11,074Holding current value
$672,966% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$484 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.92MShares$360 Million20.2% of portfolio
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Plancorp, LLC5.04MShares$307 Million12.91% of portfolio
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Envestnet Asset Management Inc4.15MShares$252 Million0.09% of portfolio
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Creative Planning Overland Park, KS3.71MShares$225 Million0.23% of portfolio