Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 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 16,351,244 shares of DFIC stock, worth $455 Million. This represents 8.36% of its overall portfolio holdings.
Number of Shares
16,351,244
Previous 15,979,507
2.33%
Holding current value
$455 Million
Previous $413 Million
2.33%
% of portfolio
8.36%
Previous 8.32%
Shares
12 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.3 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$819 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$763 Million1.75% of portfolio
-
Evensky & Katz LLC6.13MShares$171 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$137 Million15.48% of portfolio