Forthright Family Wealth Advisory LLC Dimensional ETF Tr Core Fxd In Transaction History
Forthright Family Wealth Advisory LLC
- $134 Million
- Q1 2025
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 $426,010. This represents 0.32% of its overall portfolio holdings.
Number of Shares
10,107
Previous 10,107
-0.0%
Holding current value
$426,010
Previous $418,000
1.67%
% of portfolio
0.32%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
427Shares Held
121MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$476 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$154 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
-
Sequoia Financial Advisors, LLC2.88MShares$121 Million0.93% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$119 Million8.26% of portfolio