Forza Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Forza Wealth Management, LLC
- $219 Billion
- Q4 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 60,748 shares of DFAS stock, worth $3.91 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
60,748
Previous 48,645
24.88%
Holding current value
$3.91 Million
Previous $3.16 Billion
25.3%
% of portfolio
1.8%
Previous 1.44%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
774Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$853 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$484 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$421 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$333 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio