Forvis Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Forvis Wealth Advisors, LLC
- $4.75 Billion
- Q3 2025
A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 5,538 shares of DFUS stock, worth $403,775. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,538
Previous 3,509
57.82%
Holding current value
$403,775
Previous $235,000
70.64%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
833Shares Held
203MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ50.6MShares$3.69 Billion4.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$580 Million5.21% of portfolio
-
Maseco LLP London,7.54MShares$550 Million26.46% of portfolio
-
Index Fund Advisors, Inc.4.99MShares$364 Million18.23% of portfolio
-
Plancorp, LLC4.57MShares$333 Million10.66% of portfolio