Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History

Forum Financial Management, LP

$4.96 Billion
Q4 2024

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forum Financial Management, LP holds 403,738 shares of DFAR stock, worth $9.59 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

403,738

Previous 410,446 1.63%

Holding current value

$9.59 Million

Previous $10.5 Million 10.73%

% of portfolio

0.19%

Previous 0.2%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$22.72 - $25.76 $152,405 - $172,798	-6,708 Reduced 1.63%	403,738 $9.39 Million
Q3 2024 Oct 29, 2024	SELL	$21.91 - $26.03 $216,667 - $257,410	-9,889 Reduced 2.35%	410,446 $10.5 Million
Q2 2024 Jul 30, 2024	SELL	$20.41 - $22.23 $1,938 - $2,111	-95 Reduced 0.02%	420,335 $9.29 Million
Q1 2024 May 09, 2024	BUY	$21.28 - $22.96 $105,293 - $113,606	4,948 Added 1.19%	420,430 $9.41 Million
Q4 2023 Feb 07, 2024	SELL	$18.45 - $23.08 $748,977 - $936,932	-40,595 Reduced 8.9%	415,482 $9.45 Million
Q3 2023 Nov 03, 2023	SELL	$19.26 - $22.35 $934,225 - $1.08 Million	-48,506 Reduced 9.61%	456,077 $8.9 Million
Q2 2023 Jul 26, 2023	SELL	$20.22 - $21.63 $7.35 Million - $7.87 Million	-363,717 Reduced 41.89%	504,583 $10.9 Million
Q1 2023 Apr 19, 2023	SELL	$19.83 - $23.92 $345,141 - $416,327	-17,405 Reduced 1.97%	868,300 $18.7 Million
Q4 2022 Jan 24, 2023	BUY	$19.45 - $22.52 $11.2 Million - $12.9 Million	574,919 Added 184.99%	885,705 $0
Q3 2022 Nov 07, 2022	BUY	$20.34 - $25.89 $5.18 Million - $6.59 Million	254,682 Added 453.95%	310,786 $6.39 Million
Q2 2022 Aug 15, 2022	BUY	$21.92 - $28.24 $1.23 Million - $1.58 Million	56,104 New	56,104 $1.3 Million

Others Institutions Holding DFAR

# of Institutions

242

Shares Held

40.5M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Account

Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History