Forum Financial Management, LP Dimensional ETF Tr Transaction History

Forum Financial Management, LP

$6.44 Billion
Q3 2025

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forum Financial Management, LP holds 36,427 shares of DFAU stock, worth $1.67 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

36,427

Previous 36,402 0.07%

Holding current value

$1.67 Million

Previous $1.54 Million 8.11%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$42.42 - $45.96 $1,060 - $1,149	25 Added 0.07%	36,427 $1.67 Million
Q2 2025 Jul 30, 2025	SELL	$34.04 - $42.36 $238 - $296	-7 Reduced 0.02%	36,402 $1.54 Million
Q1 2025 May 02, 2025	BUY	$37.84 - $42.29 $4,162 - $4,651	110 Added 0.3%	36,409 $1.4 Million
Q4 2024 Feb 13, 2025	SELL	$39.27 - $42.38 $5,576 - $6,017	-142 Reduced 0.39%	36,299 $1.47 Million
Q3 2024 Oct 29, 2024	BUY	$35.8 - $39.69 $35 - $39	1 Added 0.0%	36,441 $1.45 Million

Q2 2024 Jul 30, 2024	BUY	$34.53 - $37.67 $207 - $226	6 Added 0.02%	36,440 $1.37 Million
Q4 2023 Feb 07, 2024	SELL	$28.58 - $33.37 $171 - $200	-6 Reduced 0.02%	36,434 $1.21 Million
Q3 2023 Nov 03, 2023	SELL	$29.79 - $32.13 $3,545 - $3,823	-119 Reduced 0.33%	36,440 $1.09 Million
Q2 2023 Jul 26, 2023	BUY	$28.25 - $30.99 $1.03 Million - $1.13 Million	36,559 New	36,559 $1.13 Million

Others Institutions Holding DFAU

# of Institutions

549

Shares Held

150M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Forum Financial Management, LP Dimensional ETF Tr Transaction History