Fortis Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Fortis Advisors, LLC

  • $128 Million
  • Q4 2024

A detailed history of Fortis Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Fortis Advisors, LLC holds 42,047 shares of DFAC stock, worth $1.52 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
42,047
Previous 41,926 0.29%
Holding current value
$1.52 Million
Previous $1.44 Million 1.18%
% of portfolio
1.14%
Previous 1.11%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$33.92 - $36.6 $4,104 - $4,428
121 Added 0.29%
42,047 $1.45 Million
Q3 2024

Nov 07, 2024
BUY
$31.05 - $34.29 $3,570 - $3,943
115 Added 0.28%
41,926 $1.44 Million
Q2 2024

Dec 05, 2024
SELL
$30.09 - $32.37 $3,460 - $3,722
-115 Reduced 0.27%
41,811 $1.35 Million
Q2 2024

Aug 08, 2024
BUY
$30.09 - $32.37 $3,761 - $4,046
125 Added 0.3%
41,811 $1.35 Million
Q1 2024

Dec 05, 2024
BUY
$28.62 - $31.95 $2,461 - $2,747
86 Added 0.21%
41,686 $1.33 Million
Q1 2024

May 13, 2024
BUY
$28.62 - $31.95 $2,461 - $2,747
86 Added 0.21%
41,686 $1.33 Million
Q4 2023

Dec 05, 2024
SELL
$24.91 - $29.38 $8,120 - $9,577
-326 Reduced 0.78%
41,600 $1.22 Million
Q4 2023

Feb 13, 2024
BUY
$24.91 - $29.38 $3,636 - $4,289
146 Added 0.35%
41,600 $1.22 Million
Q3 2023

Dec 05, 2024
SELL
$26.05 - $28.22 $12,295 - $13,319
-472 Reduced 1.13%
41,454 $1.09 Million
Q3 2023

Nov 13, 2023
BUY
$26.05 - $28.22 $3,959 - $4,289
152 Added 0.37%
41,454 $1.09 Million
Q2 2023

Dec 04, 2024
SELL
$24.86 - $27.15 $15,512 - $16,941
-624 Reduced 1.49%
41,302 $1.12 Million
Q2 2023

Aug 14, 2023
BUY
$24.86 - $27.15 $3,554 - $3,882
143 Added 0.35%
41,302 $1.12 Million
Q1 2023

May 09, 2023
BUY
$24.18 - $26.58 $2,393 - $2,631
99 Added 0.24%
41,159 $1.05 Million
Q4 2022

Feb 14, 2023
BUY
$22.49 - $25.81 $4,700 - $5,394
209 Added 0.51%
41,060 $996,000
Q3 2022

Nov 10, 2022
SELL
$22.24 - $26.54 $2,068 - $2,468
-93 Reduced 0.23%
40,851 $909,000
Q2 2022

Aug 15, 2022
BUY
$22.75 - $27.77 $3,458 - $4,221
152 Added 0.37%
40,944 $954,000
Q1 2022

May 16, 2022
BUY
$25.76 - $29.21 $2,344 - $2,658
91 Added 0.22%
40,792 $1.13 Million
Q4 2021

Feb 14, 2022
BUY
$26.63 - $29.09 $4,393 - $4,799
165 Added 0.41%
40,701 $1.18 Million
Q3 2021

Nov 12, 2021
BUY
$26.06 - $27.9 $2,944 - $3,152
113 Added 0.28%
40,536 $1.08 Million
Q2 2021

Aug 16, 2021
BUY
$25.92 - $26.98 $1.05 Million - $1.09 Million
40,423 New
40,423 $1.09 Million

Others Institutions Holding DFAC

# of Institutions
1,050
Shares Held
793M
Call Options Held
40K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Fortis Advisors, LLC Portfolio

Follow Fortis Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email