Forteris Wealth Management Inc. Dimensional ETF Tr Us Marketwi Transaction History
Forteris Wealth Management Inc.
- $102 Billion
- Q4 2025
A detailed history of Forteris Wealth Management Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Forteris Wealth Management Inc. holds 114,340 shares of DFUV stock, worth $5.15 Million. This represents 5.24% of its overall portfolio holdings.
Number of Shares
114,340Holding current value
$5.15 Million% of portfolio
5.24%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
771Shares Held
247MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
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Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
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Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio