Fortis Capital Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Fortis Capital Advisors, LLC
- $293 Billion
- Q4 2024
A detailed history of Fortis Capital Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 14,594 shares of DFUV stock, worth $617,472. This represents 0.21% of its overall portfolio holdings.
Number of Shares
14,594
Previous 14,594
-0.0%
Holding current value
$617,472
Previous $608 Million
0.1%
% of portfolio
0.21%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
699Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio