Forum Financial Management, LP Dimensional ETF Tr Core Fxd In Transaction History

Forum Financial Management, LP

$5.24 Billion
Q3 2024

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Forum Financial Management, LP holds 49,041 shares of DFCF stock, worth $2.03 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

49,041

Previous 49,070 0.06%

Holding current value

$2.03 Million

Previous $2.04 Million 3.93%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$41.34 - $43.55 $1,198 - $1,262	-29 Reduced 0.06%	49,041 $2.12 Million
Q2 2024 Jul 30, 2024	SELL	$40.79 - $41.97 $13.3 Million - $13.7 Million	-325,899 Reduced 86.91%	49,070 $2.04 Million
Q1 2024 May 09, 2024	SELL	$41.54 - $42.6 $1.81 Million - $1.86 Million	-43,636 Reduced 10.42%	374,969 $15.7 Million
Q4 2023 Feb 07, 2024	SELL	$39.52 - $42.54 $2.58 Million - $2.78 Million	-65,335 Reduced 13.5%	418,605 $17.7 Million
Q3 2023 Nov 03, 2023	SELL	$40.3 - $42.05 $786,656 - $820,816	-19,520 Reduced 3.88%	483,940 $19.5 Million
Q2 2023 Jul 26, 2023	SELL	$41.55 - $42.94 $1.41 Million - $1.46 Million	-33,959 Reduced 6.32%	503,460 $21 Million
Q1 2023 Apr 19, 2023	BUY	$41.26 - $43.27 $104,346 - $109,429	2,529 Added 0.47%	537,419 $22.8 Million
Q4 2022 Jan 24, 2023	BUY	$39.82 - $42.74 $12.1 Million - $13 Million	303,762 Added 131.43%	534,890 $0
Q3 2022 Nov 07, 2022	BUY	$40.64 - $44.91 $2.12 Million - $2.34 Million	52,128 Added 29.12%	231,128 $9.46 Million
Q2 2022 Aug 15, 2022	BUY	$42.49 - $46.23 $3.33 Million - $3.62 Million	78,294 Added 77.75%	179,000 $7.81 Million
Q1 2022 May 16, 2022	BUY	$45.81 - $49.82 $3.47 Million - $3.77 Million	75,759 Added 303.68%	100,706 $4.67 Million
Q4 2021 Feb 18, 2022	BUY	$49.84 - $50.46 $1.24 Million - $1.26 Million	24,947 New	24,947 $1.25 Million

Others Institutions Holding DFCF

# of Institutions

334

Shares Held

90.6M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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 Core Fxd In Transaction History