Forthright Family Wealth Advisory LLC Dimensional ETF Tr U S Core Eq Transaction History

Forthright Family Wealth Advisory LLC

  • $141 Million
  • Q2 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 292,421 shares of DFAC stock, worth $11.4 Million. This represents 7.42% of its overall portfolio holdings.

Number of Shares
292,421
Previous 294,334 0.65%
Holding current value
$11.4 Million
Previous $9.71 Million 7.93%
% of portfolio
7.42%
Previous 7.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$29.12 - $35.84 $55,706 - $68,561
-1,913 Reduced 0.65%
292,421 $10.5 Million
Q1 2025

Apr 30, 2025
BUY
$32.42 - $36.13 $201,230 - $224,258
6,207 Added 2.15%
294,334 $9.71 Million
Q4 2024

Mar 03, 2025
BUY
$33.92 - $36.6 $739,591 - $798,026
21,804 Added 8.19%
288,127 $9.97 Million
Q3 2024

Dec 09, 2024
BUY
$31.05 - $34.29 $8.27 Million - $9.13 Million
266,323 New
266,323 $9.71 Billion

Others Institutions Holding DFAC

# of Institutions
1,138
Shares Held
835M
Call Options Held
36.6K
Put Options Held
7.1K
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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