Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History
Forum Financial Management, LP
- $4.96 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 49,290 shares of DFSV stock, worth $1.55 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
49,290Holding current value
$1.55 Million% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
408Shares Held
108MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$253 Million2.02% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$239 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.44MShares$171 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL4.17MShares$131 Million1.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$125 Million0.19% of portfolio