Forthright Family Wealth Advisory LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 11,636 shares of DFCF stock, worth $486,617. This represents 0.31% of its overall portfolio holdings.
Number of Shares
11,636
Previous 11,636
-0.0%
Holding current value
$486,617
Previous $488 Million
0.98%
% of portfolio
0.31%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
330Shares Held
87.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$438 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$116 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$102 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$87 Million12.12% of portfolio