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

Forum Financial Management, LP

$6.44 Billion
Q3 2025

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 32,210 shares of DFEV stock, worth $1.08 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

32,210

Previous 32,209 -0.0%

Holding current value

$1.08 Million

Previous $965,000 6.32%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$29.97 - $32.38 $29 - $32	1 Added 0.0%	32,210 $1.03 Million
Q2 2025 Jul 30, 2025	BUY	$23.66 - $29.99 $23 - $29	1 Added 0.0%	32,209 $965,000
Q1 2025 May 02, 2025	SELL	$25.44 - $27.95 $2,544 - $2,795	-100 Reduced 0.31%	32,208 $871,000
Q4 2024 Feb 13, 2025	BUY	$26.16 - $29.13 $624,413 - $695,303	23,869 Added 282.84%	32,308 $846,000
Q1 2024 May 09, 2024	SELL	$23.76 - $25.97 $18,318 - $20,022	-771 Reduced 8.37%	8,439 $219,000

Q4 2023 Feb 07, 2024	SELL	$22.6 - $25.2 $131,464 - $146,588	-5,817 Reduced 38.71%	9,210 $232,000
Q3 2023 Nov 03, 2023	SELL	$23.53 - $25.86 $18,871 - $20,739	-802 Reduced 5.07%	15,027 $355,000
Q2 2023 Jul 26, 2023	BUY	$23.36 - $25.06 $369,765 - $396,674	15,829 New	15,829 $385,000

Others Institutions Holding DFEV

# of Institutions

239

Shares Held

26.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEV
Sector ETFs
Industry ETFs

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