Forza Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Forza Wealth Management, LLC
- $192 Billion
- Q1 2024
A detailed history of Forza Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Forza Wealth Management, LLC holds 42,950 shares of DFCF stock, worth $1.8 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
42,950
Previous 42,950
-0.0%
Holding current value
$1.8 Million
Previous $1.82 Billion
1.06%
% of portfolio
0.94%
Previous 1.0%
Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
290Shares Held
78.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$416 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$291 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95.1 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78.6 Million1.26% of portfolio