Forthright Family Wealth Advisory LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 10,107 shares of DFCF stock, worth $418,227. This represents 0.3% of its overall portfolio holdings.
Number of Shares
10,107
Previous 9,865
2.45%
Holding current value
$418,227
Previous $419 Million
99.9%
% of portfolio
0.3%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
411Shares Held
119MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$478 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$460 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio