Forthright Family Wealth Advisory LLC Dimensional ETF Tr Transaction History
Forthright Family Wealth Advisory LLC
- $149 Billion
- Q1 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 11,736 shares of DFIV stock, worth $421,791. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,736
Previous 12,378
5.19%
Holding current value
$421,791
Previous $425 Million
1.41%
% of portfolio
0.29%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
506Shares Held
168MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$533 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$461 Million0.18% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$406 Million4.71% of portfolio
-
Northern Trust Corp Chicago, IL6.52MShares$234 Million0.04% of portfolio
-
Savant Capital, LLC6.3MShares$227 Million2.68% of portfolio