Forvis Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Forvis Wealth Advisors, LLC
- $4.41 Billion
- Q2 2025
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 $254,051. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,509
Previous 3,509
-0.0%
Holding current value
$254,051
Previous $212,000
10.85%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
805Shares Held
198MCall Options Held
3.8KPut Options Held
0-
Prudential Financial Inc Newark, NJ45.1MShares$3.27 Billion4.06% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$576 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$572 Million20.12% of portfolio
-
Index Fund Advisors, Inc.4.99MShares$361 Million18.23% of portfolio
-
Plancorp, LLC4.57MShares$331 Million10.66% of portfolio