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

Forthright Family Wealth Advisory LLC

  • $155 Billion
  • Q2 2024

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 17,410 shares of DFSD stock, worth $820,185. This represents 0.53% of its overall portfolio holdings.

Number of Shares
17,410
Previous 17,410 -0.0%
Holding current value
$820,185
Previous $819 Million 0.08%
% of portfolio
0.53%
Previous 0.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
260
Shares Held
49M
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
Track This Portfolio

Track Forthright Family Wealth Advisory LLC Portfolio

Follow Forthright Family Wealth Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forthright Family Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forthright Family Wealth Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email