Forthright Family Wealth Advisory LLC Dimensional ETF Tr Transaction History

Forthright Family Wealth Advisory LLC

  • $138 Million
  • Q4 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 12,381 shares of DFAI stock, worth $395,572. This represents 0.26% of its overall portfolio holdings.

Number of Shares
12,381
Previous 12,008 3.11%
Holding current value
$395,572
Previous $368 Million 99.9%
% of portfolio
0.26%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 03, 2025
BUY
$29.0 - $31.6 $10,817 - $11,786
373 Added 3.11%
12,381 $361,000
Q3 2024

Dec 09, 2024
SELL
$28.69 - $32.06 $412,562 - $461,022
-14,380 Reduced 54.49%
12,008 $368 Million
Q2 2024

Aug 12, 2024
SELL
$28.93 - $30.91 $86,269 - $92,173
-2,982 Reduced 10.15%
26,388 $783 Million
Q1 2024

Apr 29, 2024
BUY
$27.74 - $30.27 $55,174 - $60,207
1,989 Added 7.26%
29,370 $888 Million
Q4 2023

Feb 28, 2024
BUY
$24.88 - $28.69 $681,239 - $785,560
27,381 New
27,381 $784 Million

Others Institutions Holding DFAI

# of Institutions
608
Shares Held
230M
Call Options Held
3.7K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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