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 799,532 shares of DFIS stock, worth $19.6 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
799,532
Previous 799,532 -0.0%
Holding current value
$19.6 Million
Previous $19.7 Million 8.93%
% of portfolio
0.41%
Previous 0.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$23.13 - $25.1 $981,313 - $1.06 Million
42,426 Added 5.6%
799,532 $20 Million
Q4 2023

Feb 07, 2024
BUY
$20.55 - $24.23 $15.6 Million - $18.3 Million
757,106 New
757,106 $18.3 Million

Others Institutions Holding DFIS

# of Institutions
195
Shares Held
78.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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