Fortis Capital Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Fortis Capital Advisors, LLC
- $299 Billion
- Q3 2024
A detailed history of Fortis Capital Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 7,211 shares of DFAT stock, worth $401,796. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,211
Previous 7,211
-0.0%
Holding current value
$401,796
Previous $374 Million
7.25%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$788 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$693 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$489 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$411 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$289 Million2.46% of portfolio