Forvis Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 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 357,009 shares of DFAS stock, worth $24.1 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
357,009
Previous 365,271
2.26%
Holding current value
$24.1 Million
Previous $21.9 Million
5.51%
% of portfolio
0.54%
Previous 0.55%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
687Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$757 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$473 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$450 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$332 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$184 Million1.82% of portfolio