Forum Financial Management, LP Dimensional ETF Tr Emerging Mk Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Forum Financial Management, LP holds 15,566,049 shares of DFEM stock, worth $408 Million. This represents 8.36% of its overall portfolio holdings.

Number of Shares
15,566,049
Previous 15,072,710 3.27%
Holding current value
$408 Million
Previous $403 Million 8.76%
% of portfolio
8.36%
Previous 8.3%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$25.21 - $28.46 $12.4 Million - $14 Million
493,339 Added 3.27%
15,566,049 $438 Million
Q2 2024

Jul 30, 2024
SELL
$24.84 - $27.2 $18.6 Million - $20.4 Million
-749,866 Reduced 4.74%
15,072,710 $403 Million
Q1 2024

May 09, 2024
BUY
$23.62 - $25.64 $6.19 Million - $6.72 Million
262,044 Added 1.68%
15,822,576 $403 Million
Q4 2023

Feb 07, 2024
BUY
$22.36 - $24.96 $45.1 Million - $50.3 Million
2,016,884 Added 14.89%
15,560,532 $388 Million
Q3 2023

Nov 03, 2023
BUY
$23.16 - $25.43 $32.4 Million - $35.6 Million
1,400,129 Added 11.53%
13,543,648 $316 Million
Q2 2023

Jul 26, 2023
BUY
$23.0 - $24.82 $137 Million - $148 Million
5,956,937 Added 96.29%
12,143,519 $292 Million
Q1 2023

Apr 19, 2023
BUY
$22.42 - $24.83 $42.8 Million - $47.4 Million
1,908,929 Added 44.63%
6,186,582 $146 Million
Q4 2022

Jan 24, 2023
BUY
$20.21 - $23.44 $58.4 Million - $67.8 Million
2,891,727 Added 208.65%
4,277,653 $0
Q3 2022

Nov 07, 2022
BUY
$20.44 - $24.05 $24.6 Million - $28.9 Million
1,203,728 Added 660.67%
1,385,926 $28.3 Million
Q2 2022

Aug 15, 2022
BUY
$23.26 - $25.86 $4.24 Million - $4.71 Million
182,198 New
182,198 $4.29 Million

Others Institutions Holding DFEM

# of Institutions
368
Shares Held
1.15B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR EMERGING MK

DFEM Quotes by TradingView
  • Ticker DFEM
  • Sector ETFs
  • Industry ETFs
More about DFEM
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email