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

Forthright Family Wealth Advisory LLC

$155 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFSD

# of Institutions

261

Shares Held

48.8M

Call Options Held

0

Put Options Held

0

Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$112 Million
11.04% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98.3 Million
1.09% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.02M
Shares

$95.7 Million
2.21% of portfolio
Planning Center, Inc.

2.01M
Shares

$95.2 Million
16.23% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

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.