Forthright Family Wealth Advisory LLC Dimensional ETF Tr Transaction History

Forthright Family Wealth Advisory LLC

  • $156 Billion
  • Q3 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 12,008 shares of DFAI stock, worth $351,354. This represents 0.24% of its overall portfolio holdings.

Number of Shares
12,008
Previous 26,388 54.49%
Holding current value
$351,354
Previous $783 Million 52.95%
% of portfolio
0.24%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 09, 2024
SELL
$28.69 - $32.06 $412,562 - $461,022
-14,380 Reduced 54.49%
12,008 $368 Million
Q2 2024

Aug 12, 2024
SELL
$28.93 - $30.91 $86,269 - $92,173
-2,982 Reduced 10.15%
26,388 $783 Million
Q1 2024

Apr 29, 2024
BUY
$27.74 - $30.27 $55,174 - $60,207
1,989 Added 7.26%
29,370 $888 Million
Q4 2023

Feb 28, 2024
BUY
$24.88 - $28.69 $681,239 - $785,560
27,381 New
27,381 $784 Million

Others Institutions Holding DFAI

# of Institutions
539
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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