Forum Financial Management, LP Dimensional ETF Tr Inflation P Transaction History

Forum Financial Management, LP

$5.05 Billion
Q4 2024

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Forum Financial Management, LP holds 82,555 shares of DFIP stock, worth $3.42 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

82,555

Previous 63,478 30.05%

Holding current value

$3.42 Million

Previous $2.57 Million 30.04%

% of portfolio

0.07%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 20, 2025	BUY	$40.31 - $42.43 $768,993 - $809,437	19,077 Added 30.05%	82,555 $3.34 Million
Q4 2024 Feb 13, 2025	SELL	$40.31 - $42.43 $755,973 - $795,732	-18,754 Reduced 22.81%	63,478 $2.57 Million
Q3 2024 Oct 29, 2024	SELL	$40.69 - $42.46 $4,435 - $4,628	-109 Reduced 0.13%	82,232 $3.48 Million
Q2 2024 Jul 30, 2024	SELL	$40.31 - $41.37 $186,836 - $191,749	-4,635 Reduced 5.33%	82,341 $3.36 Million
Q1 2024 May 09, 2024	SELL	$40.58 - $41.54 $504,855 - $516,799	-12,441 Reduced 12.51%	86,976 $3.59 Million
Q4 2023 Feb 07, 2024	BUY	$39.16 - $41.47 $747,055 - $791,123	19,077 Added 23.75%	99,417 $4.1 Million
Q3 2023 Nov 03, 2023	SELL	$39.65 - $41.67 $319,460 - $335,735	-8,057 Reduced 9.11%	80,340 $3.2 Million
Q2 2023 Jul 26, 2023	BUY	$41.16 - $43.19 $212,879 - $223,378	5,172 Added 6.21%	88,397 $3.65 Million
Q1 2023 Apr 19, 2023	BUY	$40.93 - $42.83 $399,272 - $417,806	9,755 Added 13.28%	83,225 $3.56 Million
Q4 2022 Jan 24, 2023	BUY	$40.55 - $42.62 $381,372 - $400,841	9,405 Added 14.68%	73,470 $0
Q3 2022 Nov 07, 2022	BUY	$40.65 - $46.11 $546,823 - $620,271	13,452 Added 26.58%	64,065 $2.6 Million
Q2 2022 Aug 15, 2022	BUY	$43.79 - $47.31 $1.13 Million - $1.22 Million	25,692 Added 103.09%	50,613 $2.23 Million
Q1 2022 May 16, 2022	BUY	$47.32 - $49.87 $804,723 - $848,089	17,006 Added 214.86%	24,921 $1.19 Million
Q4 2021 Feb 18, 2022	BUY	$49.11 - $50.08 $388,705 - $396,383	7,915 New	7,915 $393,000

Others Institutions Holding DFIP

# of Institutions

132

Shares Held

14.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
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Forum Financial Management, LP Dimensional ETF Tr Inflation P Transaction History