Forteris Wealth Management Inc. Dimensional ETF Tr Transaction History
Forteris Wealth Management Inc.
- $102 Billion
- Q4 2025
A detailed history of Forteris Wealth Management Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forteris Wealth Management Inc. holds 56,123 shares of DFAE stock, worth $1.82 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
56,123Holding current value
$1.82 Million% of portfolio
1.8%Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
644Shares Held
187MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$412 Million1.39% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$395 Million4.15% of portfolio
-
Ubs Group Ag6.45MShares$210 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC5.76MShares$187 Million0.01% of portfolio
-
Coldstream Capital Management Inc4.49MShares$146 Million1.97% of portfolio