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 67,637 shares of DFIV stock, worth $3.24 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
67,637Holding current value
$3.24 Million% of portfolio
3.32%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
802Shares Held
260MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
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Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio