Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 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 686,545 shares of DFIC stock, worth $18.4 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
686,545
Previous 698,784
1.75%
Holding current value
$18.4 Million
Previous $18.4 Million
5.16%
% of portfolio
0.45%
Previous 0.46%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
381Shares Held
239MCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.1 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$722 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$688 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio