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

257

Shares Held

44.4M

Call Options Held

0

Put Options Held

0

Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$112 Million
11.04% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.18M
Shares

$103 Million
1.31% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98.1 Million
1.09% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

2M
Shares

$94.4 Million
15.04% of portfolio
Planning Center, Inc.

1.97M
Shares

$93.2 Million
16.69% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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