Forza Wealth Management, LLC Dimensional ETF Tr Transaction History

Forza Wealth Management, LLC

  • $261 Billion
  • Q3 2025

A detailed history of Forza Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forza Wealth Management, LLC holds 253,954 shares of DFAI stock, worth $9.42 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares
253,954
Previous 234,109 8.48%
Holding current value
$9.42 Million
Previous $8.09 Billion 14.06%
% of portfolio
3.54%
Previous 3.32%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$34.05 - $36.55 $675,722 - $725,334
19,845 Added 8.48%
253,954 $9.23 Billion
Q2 2025

Jul 18, 2025
BUY
$28.02 - $34.71 $154,278 - $191,113
5,506 Added 2.41%
234,109 $8.09 Billion
Q1 2025

Apr 30, 2025
BUY
$28.88 - $32.4 $1,790 - $2,008
62 Added 0.03%
228,603 $7.14 Billion
Q4 2024

Jan 13, 2025
BUY
$29.0 - $31.6 $194,474 - $211,909
6,706 Added 3.02%
228,541 $6.67 Billion
Q3 2024

Oct 28, 2024
BUY
$28.69 - $32.06 $484,000 - $540,852
16,870 Added 8.23%
221,835 $7.05 Billion
Q2 2024

Jul 17, 2024
BUY
$28.93 - $30.91 $500,344 - $534,588
17,295 Added 9.22%
204,965 $6.08 Billion
Q1 2024

Apr 22, 2024
BUY
$27.74 - $30.27 $463,258 - $505,509
16,700 Added 9.77%
187,670 $5.67 Billion
Q4 2023

Jan 24, 2024
BUY
$24.88 - $28.69 $3.55 Million - $4.09 Million
142,700 Added 504.78%
170,970 $4.9 Billion
Q3 2023

Oct 24, 2023
BUY
$26.0 - $28.17 $61,750 - $66,903
2,375 Added 9.17%
28,270 $738 Million
Q2 2023

Jul 25, 2023
BUY
$26.46 - $28.05 $25,269 - $26,787
955 Added 3.83%
25,895 $707 Million
Q1 2023

May 03, 2023
BUY
$25.21 - $27.45 $66,554 - $72,468
2,640 Added 11.84%
24,940 $672 Million
Q4 2022

Feb 06, 2023
BUY
$21.47 - $25.85 $478,781 - $576,455
22,300 New
22,300 $558 Million

Others Institutions Holding DFAI

# of Institutions
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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