Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 516,950 shares of DFAR stock, worth $12.9 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
516,950
Previous 591,707
12.63%
Holding current value
$12.9 Million
Previous $13.2 Million
13.69%
% of portfolio
0.29%
Previous 0.34%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73.9 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$53.8 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47.1 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$35 Million0.3% of portfolio