Forza Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Forza Wealth Management, LLC holds 32,915 shares of DFAS stock, worth $2.11 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
32,915
Previous 27,220
20.92%
Holding current value
$2.11 Million
Previous $1.7 Billion
16.54%
% of portfolio
1.02%
Previous 0.88%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$726 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$446 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$430 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$285 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$174 Million1.82% of portfolio