Forthright Family Wealth Advisory LLC Dimensional ETF Tr Transaction History

Forthright Family Wealth Advisory LLC

  • $138 Million
  • Q4 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 34,342 shares of DFAU stock, worth $1.3 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
34,342
Previous 36,275 5.33%
Holding current value
$1.3 Million
Previous $1.54 Billion 99.91%
% of portfolio
1.01%
Previous 0.99%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 03, 2025
SELL
$39.27 - $42.38 $75,908 - $81,920
-1,933 Reduced 5.33%
34,342 $1.39 Million
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
490
Shares Held
203M
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

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