Forthright Family Wealth Advisory LLC Dimensional ETF Tr Core Fxd In Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
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 11,636 shares of DFCF stock, worth $488,013. This represents 0.31% of its overall portfolio holdings.
Number of Shares
11,636
Previous 11,636
-0.0%
Holding current value
$488,013
Previous $488 Million
0.98%
% of portfolio
0.31%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
319Shares Held
90.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$431 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$321 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$101 Million24.22% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.31MShares$96.7 Million1.23% of portfolio