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 160,762 shares of DFAU stock, worth $7.39 Million. This represents 7.41% of its overall portfolio holdings.
Number of Shares
160,762Holding current value
$7.39 Million% of portfolio
7.41%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
550Shares Held
150MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.51MShares$207 Million17.66% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
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Allworth Financial LP3.99MShares$183 Million0.83% of portfolio