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 $424,494. This represents 0.3% of its overall portfolio holdings.

Number of Shares
10,107
Previous 9,865 2.45%
Holding current value
$424,494
Previous $419 Million 99.9%
% of portfolio
0.3%
Previous 0.27%

Shares

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

Mar 03, 2025
BUY
$41.17 - $43.34 $9,963 - $10,488
242 Added 2.45%
10,107 $418,000
Q3 2024

Dec 09, 2024
SELL
$41.34 - $43.55 $73,213 - $77,127
-1,771 Reduced 15.22%
9,865 $419 Million
Q1 2024

Apr 29, 2024
BUY
$41.54 - $42.6 $73,567 - $75,444
1,771 Added 17.95%
11,636 $488 Million
Q4 2023

Feb 28, 2024
BUY
$39.52 - $42.54 $389,864 - $419,657
9,865 New
9,865 $418 Million

Others Institutions Holding DFCF

# of Institutions
407
Shares Held
3.56B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

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