Forteris Wealth Management Inc. Dimensional ETF Tr U S Small C Transaction History
Forteris Wealth Management Inc.
- $102 Billion
- Q4 2025
A detailed history of Forteris Wealth Management Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Forteris Wealth Management Inc. holds 8,348 shares of DFAS stock, worth $560,568. This represents 0.57% of its overall portfolio holdings.
Number of Shares
8,348Holding current value
$560,568% of portfolio
0.57%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
880Shares Held
138MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
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Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
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Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
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Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio