Forvis Wealth Advisors, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 3,509 shares of DFUS stock, worth $224,997. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,509
Previous 3,513
0.11%
Holding current value
$224,997
Previous $206,000
5.83%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
647Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$561 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$510 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$376 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$318 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$264 Million0.08% of portfolio