Fortis Capital Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Fortis Capital Advisors, LLC
- $299 Billion
- Q3 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 $721,692. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,074
Previous 11,074
-0.0%
Holding current value
$721,692
Previous $652 Million
5.69%
% of portfolio
0.23%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
644Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$571 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$519 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$382 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$323 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$268 Million0.08% of portfolio