Forvis Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Forvis Wealth Advisors, LLC
- $4.21 Billion
- Q4 2024
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 3,509 shares of DFUS stock, worth $230,120. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,509
Previous 3,509
-0.0%
Holding current value
$230,120
Previous $218,000
2.29%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
690Shares Held
143MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$574 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$522 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$381 Million20.61% of portfolio
-
Plancorp, LLC4.96MShares$326 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio