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 36,275 shares of DFAU stock, worth $1.51 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
36,275
Previous 47,353 23.39%
Holding current value
$1.51 Million
Previous $1.78 Billion 13.48%
% of portfolio
0.99%
Previous 1.14%

Shares

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

Dec 09, 2024
SELL
$35.8 - $39.69 $396,592 - $439,685
-11,078 Reduced 23.39%
36,275 $1.54 Billion
Q1 2024

Apr 29, 2024
BUY
$32.59 - $36.54 $190,195 - $213,247
5,836 Added 14.06%
47,353 $1.73 Billion
Q4 2023

Feb 28, 2024
BUY
$28.58 - $33.37 $1.19 Million - $1.39 Million
41,517 New
41,517 $1.38 Billion

Others Institutions Holding DFAU

# of Institutions
424
Shares Held
2.09B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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