Forum Financial Management, LP Dimensional ETF Tr Emerging Mk Transaction History
Forum Financial Management, LP
- $4.96 Billion
- Q4 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 32,308 shares of DFEV stock, worth $870,054. This represents 0.02% of its overall portfolio holdings.
Number of Shares
32,308
Previous 8,439
282.84%
Holding current value
$870,054
Previous $240,000
252.5%
% of portfolio
0.02%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DFEV
# of Institutions
180Shares Held
21.2MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.48MShares$66.9 Million5.21% of portfolio
-
Ritholtz Wealth Management1.02MShares$27.4 Million0.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL916KShares$24.7 Million0.03% of portfolio
-
True Wealth Design, LLC Akron, OH786KShares$21.2 Million8.74% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL770KShares$20.7 Million0.01% of portfolio