Forthright Family Wealth Advisory LLC Dimensional ETF Tr Transaction History
Forthright Family Wealth Advisory LLC
- $138 Million
- Q4 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 12,381 shares of DFAI stock, worth $397,553. This represents 0.26% of its overall portfolio holdings.
Number of Shares
12,381
Previous 12,008
3.11%
Holding current value
$397,553
Previous $368 Million
99.9%
% of portfolio
0.26%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
620Shares Held
232MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$193 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$192 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$179 Million17.39% of portfolio