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 26,388 shares of DFAI stock, worth $840,985. This represents 0.5% of its overall portfolio holdings.
Number of Shares
26,388
Previous 29,370
10.15%
Holding current value
$840,985
Previous $888 Million
11.79%
% of portfolio
0.5%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$199 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$174 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$163 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$135 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$132 Million0.22% of portfolio