Forthright Family Wealth Advisory LLC Dimensional ETF Tr Core Fxd In Transaction History
Forthright Family Wealth Advisory LLC
- $140 Million
- Q3 2025
A detailed history of Forthright Family Wealth Advisory LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 10,073 shares of DFCF stock, worth $430,318. This represents 0.31% of its overall portfolio holdings.
Number of Shares
10,073
Previous 10,071
0.02%
Holding current value
$430,318
Previous $425,000
1.18%
% of portfolio
0.31%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
448Shares Held
142MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.89% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio