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 374,249 shares of DFIS stock, worth $9.12 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
374,249
Previous 389,419
3.9%
Holding current value
$9.12 Million
Previous $9.59 Million
4.69%
% of portfolio
0.24%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$540 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$301 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$248 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$97.9 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$63.5 Million3.04% of portfolio