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 34,279 shares of DFAU stock, worth $1.58 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
34,279
Previous 34,267 0.04%
Holding current value
$1.58 Million
Previous $1.45 Million 8.06%
% of portfolio
1.12%
Previous 1.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$42.42 - $45.96 $509 - $551
12 Added 0.04%
34,279 $1.57 Million
Q2 2025

Aug 13, 2025
SELL
$34.04 - $42.36 $2,553 - $3,177
-75 Reduced 0.22%
34,267 $1.45 Million
Q4 2024

Mar 03, 2025
SELL
$39.27 - $42.38 $75,908 - $81,920
-1,933 Reduced 5.33%
34,342 $1.39 Million
Q3 2024

Dec 09, 2024
SELL
$35.8 - $39.69 $396,592 - $439,685
-11,078 Reduced 23.39%
36,275 $1.54 Billion
Q1 2024

Apr 29, 2024
BUY
$32.59 - $36.54 $190,195 - $213,247
5,836 Added 14.06%
47,353 $1.73 Billion
Q4 2023

Feb 28, 2024
BUY
$28.58 - $33.37 $1.19 Million - $1.39 Million
41,517 New
41,517 $1.38 Billion

Others Institutions Holding DFAU

# of Institutions
550
Shares Held
150M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Forthright Family Wealth Advisory LLC Portfolio

Follow Forthright Family Wealth Advisory LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email