Forthright Family Wealth Advisory LLC DFAC Holdings History
Forthright Family Wealth Advisory LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Forthright Family Wealth Advisory LLC held 294,334.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $9.71 Mil. This investment constitutes 6.41% of their stock portfolio, and Forthright Family Wealth Advisory LLC now holds 0.03% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q3. And since then Forthright Family Wealth Advisory LLC has made 3 purchases of DFAC, at an average price of $33.23, for a total of 294,334.00 shares. Based on historical transaction data and DFAC's current price of $36.66, Forthright Family Wealth Advisory LLC's estimated gain on his DFAC holdings is $1.01 Mil, reflecting a 10.32% gain to date.
Forthright Family Wealth Advisory LLC DFAC ($36.66) Holding Chart
Forthright Family Wealth Advisory LLC DFAC ($36.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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