Forthright Family Wealth Advisory LLC Dimensional ETF Tr Transaction History

Forthright Family Wealth Advisory LLC

  • $155 Billion
  • Q2 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 26,388 shares of DFAI stock, worth $796,125. This represents 0.5% of its overall portfolio holdings.

Number of Shares
26,388
Previous 29,370 10.15%
Holding current value
$796,125
Previous $888 Million 11.79%
% of portfolio
0.5%
Previous 0.6%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$28.93 - $30.91 $86,269 - $92,173
-2,982 Reduced 10.15%
26,388 $783 Million
Q1 2024

Apr 29, 2024
BUY
$27.74 - $30.27 $55,174 - $60,207
1,989 Added 7.26%
29,370 $888 Million
Q4 2023

Feb 28, 2024
BUY
$24.88 - $28.69 $681,239 - $785,560
27,381 New
27,381 $784 Million

Others Institutions Holding DFAI

# of Institutions
527
Shares Held
164M
Call Options Held
400
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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