Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forum Financial Management, LP holds 15,774,309 shares of DFIC stock, worth $408 Million. This represents 8.47% of its overall portfolio holdings.

Number of Shares
15,774,309
Previous 15,253,241 3.42%
Holding current value
$408 Million
Previous $401 Million 10.69%
% of portfolio
8.47%
Previous 8.27%

Shares

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

Oct 29, 2024
BUY
$25.36 - $28.37 $13.2 Million - $14.8 Million
521,068 Added 3.42%
15,774,309 $444 Million
Q2 2024

Jul 30, 2024
SELL
$25.73 - $27.44 $18.5 Million - $19.7 Million
-717,119 Reduced 4.49%
15,253,241 $401 Million
Q1 2024

May 09, 2024
SELL
$24.62 - $26.83 $4.3 Million - $4.68 Million
-174,572 Reduced 1.08%
15,970,360 $427 Million
Q4 2023

Feb 07, 2024
BUY
$22.18 - $25.58 $21.6 Million - $24.9 Million
974,496 Added 6.42%
16,144,932 $412 Million
Q3 2023

Nov 03, 2023
BUY
$23.25 - $25.17 $22.9 Million - $24.8 Million
985,692 Added 6.95%
15,170,436 $354 Million
Q2 2023

Jul 26, 2023
BUY
$23.45 - $24.88 $127 Million - $135 Million
5,430,907 Added 62.04%
14,184,744 $344 Million
Q1 2023

Apr 19, 2023
BUY
$22.5 - $24.64 $59.7 Million - $65.4 Million
2,654,477 Added 43.52%
8,753,837 $211 Million
Q4 2022

Jan 24, 2023
BUY
$19.06 - $23.03 $70.5 Million - $85.2 Million
3,700,307 Added 154.24%
6,099,360 $0
Q3 2022

Nov 07, 2022
BUY
$19.05 - $23.07 $38.8 Million - $47 Million
2,039,099 Added 566.49%
2,399,053 $46 Million
Q2 2022

Aug 15, 2022
BUY
$21.35 - $25.2 $7.69 Million - $9.07 Million
359,954 New
359,954 $7.75 Million

Others Institutions Holding DFIC

# of Institutions
364
Shares Held
234M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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