Forteris Wealth Management Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Forteris Wealth Management Inc. holds 52,662 shares of DFAT stock, worth $3 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
52,662Holding current value
$3 Million% of portfolio
3.09%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
812Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
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Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
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Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio