Forthright Family Wealth Advisory LLC Dimensional ETF Tr Short Durat Transaction History

Forthright Family Wealth Advisory LLC

  • $141 Million
  • Q2 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 15,926 shares of DFSD stock, worth $768,907. This represents 0.54% of its overall portfolio holdings.

Number of Shares
15,926
Previous 15,958 0.2%
Holding current value
$768,907
Previous $758,000 0.79%
% of portfolio
0.54%
Previous 0.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$47.09 - $48.01 $1,506 - $1,536
-32 Reduced 0.2%
15,926 $764,000
Q4 2024

Mar 03, 2025
BUY
$46.75 - $47.8 $13,370 - $13,670
286 Added 1.82%
15,958 $748,000
Q3 2024

Dec 09, 2024
SELL
$47.0 - $47.84 $81,686 - $83,145
-1,738 Reduced 9.98%
15,672 $744 Million
Q1 2024

Apr 29, 2024
BUY
$46.78 - $47.19 $123,452 - $124,534
2,639 Added 17.87%
17,410 $819 Million
Q4 2023

Feb 28, 2024
BUY
$46.16 - $47.09 $681,829 - $695,566
14,771 New
14,771 $694 Million

Others Institutions Holding DFSD

# of Institutions
371
Shares Held
76.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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