Forza Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Forza Wealth Management, LLC

$218 Billion
Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Forza Wealth Management, LLC holds 9,585 shares of DFAT stock, worth $580,467. This represents 0.24% of its overall portfolio holdings.

Number of Shares

9,585

Previous 9,585 -0.0%

Holding current value

$580,467

Previous $497 Million 7.25%

% of portfolio

0.24%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$49.45 - $54.43 $98,900 - $108,860	-2,000 Reduced 17.26%	9,585 $522 Million
Q4 2023 Jan 24, 2024	BUY	$42.71 - $53.09 $182,798 - $227,225	4,280 Added 58.59%	11,585 $606 Million
Q3 2023 Oct 24, 2023	BUY	$45.07 - $49.71 $24,788 - $27,340	550 Added 8.14%	7,305 $334 Million
Q2 2023 Jul 25, 2023	BUY	$41.44 - $46.39 $23,620 - $26,442	570 Added 9.22%	6,755 $313 Million
Q1 2023 May 03, 2023	BUY	$42.38 - $49.75 $4,661 - $5,472	110 Added 1.81%	6,185 $275 Million
Q4 2022 Feb 06, 2023	BUY	$40.24 - $46.91 $244,458 - $284,978	6,075 New	6,075 $267 Million

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Forza Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History