Forza Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Forza Wealth Management, LLC
- $219 Billion
- Q4 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 45,450 shares of DFCF stock, worth $1.9 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
45,450
Previous 42,950
5.82%
Holding current value
$1.9 Million
Previous $1.86 Billion
1.12%
% of portfolio
0.85%
Previous 0.85%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
402Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$464 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio