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

Forthright Family Wealth Advisory LLC

$140 Million
Q3 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 287,754 shares of DFAC stock, worth $11.1 Million. This represents 7.91% of its overall portfolio holdings.

Number of Shares

287,754

Previous 292,421 1.6%

Holding current value

$11.1 Million

Previous $10.5 Million 5.9%

% of portfolio

7.91%

Previous 7.42%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$36.04 - $38.78 $168,198 - $180,986	-4,667 Reduced 1.6%	287,754 $11.1 Million
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

1,175

Shares Held

810M

Call Options Held

10.4K

Put Options Held

20.1K

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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