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 10,003 shares of DFIV stock, worth $364,709. This represents 0.23% of its overall portfolio holdings.

Number of Shares
10,003
Previous 11,736 14.77%
Holding current value
$364,709
Previous $431 Million 16.65%
% of portfolio
0.23%
Previous 0.29%

Shares

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

Aug 12, 2024
SELL
$35.5 - $38.02 $61,521 - $65,888
-1,733 Reduced 14.77%
10,003 $360 Million
Q1 2024

Apr 29, 2024
SELL
$33.15 - $36.75 $21,282 - $23,593
-642 Reduced 5.19%
11,736 $431 Million
Q4 2023

Feb 28, 2024
BUY
$30.86 - $34.46 $381,985 - $426,545
12,378 New
12,378 $425 Million

Others Institutions Holding DFIV

# of Institutions
560
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Forthright Family Wealth Advisory LLC Portfolio

Follow Forthright Family Wealth Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forthright Family Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forthright Family Wealth Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email