Forza Wealth Management, LLC Dimensional ETF Tr Transaction History

Forza Wealth Management, LLC

$218 Billion
Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forza Wealth Management, LLC holds 221,835 shares of DFAI stock, worth $6.43 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares

221,835

Previous 204,965 8.23%

Holding current value

$6.43 Million

Previous $6.08 Billion 15.93%

% of portfolio

3.23%

Previous 3.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$28.69 - $32.06 $484,000 - $540,852	16,870 Added 8.23%	221,835 $7.05 Billion
Q2 2024 Jul 17, 2024	BUY	$28.93 - $30.91 $500,344 - $534,588	17,295 Added 9.22%	204,965 $6.08 Billion
Q1 2024 Apr 22, 2024	BUY	$27.74 - $30.27 $463,258 - $505,509	16,700 Added 9.77%	187,670 $5.67 Billion
Q4 2023 Jan 24, 2024	BUY	$24.88 - $28.69 $3.55 Million - $4.09 Million	142,700 Added 504.78%	170,970 $4.9 Billion
Q3 2023 Oct 24, 2023	BUY	$26.0 - $28.17 $61,750 - $66,903	2,375 Added 9.17%	28,270 $738 Million
Q2 2023 Jul 25, 2023	BUY	$26.46 - $28.05 $25,269 - $26,787	955 Added 3.83%	25,895 $707 Million
Q1 2023 May 03, 2023	BUY	$25.21 - $27.45 $66,554 - $72,468	2,640 Added 11.84%	24,940 $672 Million
Q4 2022 Feb 06, 2023	BUY	$21.47 - $25.85 $478,781 - $576,455	22,300 New	22,300 $558 Million

Others Institutions Holding DFAI

# of Institutions

539

Shares Held

179M

Call Options Held

7.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Forza Wealth Management, LLC Dimensional ETF Tr Transaction History