Forvis Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 365,271 shares of DFAS stock, worth $22.7 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
365,271
Previous 374,928
2.58%
Holding current value
$22.7 Million
Previous $23.4 Million
6.11%
% of portfolio
0.55%
Previous 0.6%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$704 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$433 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$417 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$276 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio