Forza Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Forza Wealth Management, LLC
- $218 Billion
- Q3 2024
A detailed history of Forza Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Forza Wealth Management, LLC holds 42,950 shares of DFCF stock, worth $1.77 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
42,950
Previous 42,950
-0.0%
Holding current value
$1.77 Million
Previous $1.78 Billion
3.97%
% of portfolio
0.85%
Previous 0.92%
Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
332Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$432 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.7 Million12.12% of portfolio