Forthright Family Wealth Advisory LLC Dimensional ETF Tr Call Options Transaction History
Forthright Family Wealth Advisory LLC
- $134 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAU
# of Institutions
525Shares Held
143MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$287 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$187 Million17.14% of portfolio
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Parsec Financial Management, Inc.4.15MShares$179 Million5.04% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$152 Million1.69% of portfolio
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Modera Wealth Management, LLC3.47MShares$149 Million1.86% of portfolio