Forthright Family Wealth Advisory LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 12,348 shares of DFAI stock, worth $457,987. This represents 0.32% of its overall portfolio holdings.

Number of Shares

12,348

Previous 12,344 0.03%

Holding current value

$457,987

Previous $426,000 5.16%

% of portfolio

0.32%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$34.05 - $36.55 $136 - $146	4 Added 0.03%	12,348 $448,000
Q2 2025 Aug 13, 2025	SELL	$28.02 - $34.71 $1,036 - $1,284	-37 Reduced 0.3%	12,344 $426,000
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

711

Shares Held

283M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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Forthright Family Wealth Advisory LLC Dimensional ETF Tr Transaction History