Forza Wealth Management, LLC Dimensional ETF Tr Transaction History

Forza Wealth Management, LLC

  • $192 Billion
  • Q1 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 187,670 shares of DFAI stock, worth $5.66 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares
187,670
Previous 170,970 9.77%
Holding current value
$5.66 Million
Previous $4.9 Billion 15.82%
% of portfolio
2.95%
Previous 2.7%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$23.24 - $25.85 $518,251 - $576,455
22,300 New
22,300 $558 Million

Others Institutions Holding DFAI

# of Institutions
490
Shares Held
135M
Call Options Held
400
Put Options Held
177K
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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