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 $3.84 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
60,748
Previous 48,645 24.88%
Holding current value
$3.84 Million
Previous $3.16 Billion 25.3%
% of portfolio
1.8%
Previous 1.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$63.58 - $71.15 $769,508 - $861,128
12,103 Added 24.88%
60,748 $3.95 Billion
Q3 2024

Oct 28, 2024
BUY
$59.25 - $65.33 $932,002 - $1.03 Million
15,730 Added 47.79%
48,645 $3.16 Billion
Q2 2024

Jul 17, 2024
BUY
$57.42 - $62.37 $327,006 - $355,197
5,695 Added 20.92%
32,915 $1.98 Billion
Q1 2024

Apr 22, 2024
BUY
$56.66 - $62.34 $1.54 Million - $1.7 Million
27,220 New
27,220 $1.7 Billion

Others Institutions Holding DFAS

# of Institutions
777
Shares Held
118M
Call Options Held
0
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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