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 6,874,176 shares of DUHP stock, worth $217 Million. This represents 4.6% of its overall portfolio holdings.

Number of Shares

6,874,176

Previous 6,753,721 1.78%

Holding current value

$217 Million

Previous $228 Million 1.78%

% of portfolio

4.6%

Previous 4.6%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 20, 2025	BUY	$33.62 - $35.69 $4.05 Million - $4.3 Million	120,455 Added 1.78%	6,874,176 $232 Million
Q4 2024 Feb 13, 2025	SELL	$33.62 - $35.69 $3 Million - $3.18 Million	-89,143 Reduced 1.3%	6,753,721 $228 Million
Q3 2024 Oct 29, 2024	BUY	$30.74 - $34.07 $4.94 Million - $5.47 Million	160,574 Added 2.4%	6,842,864 $233 Million
Q2 2024 Jul 30, 2024	SELL	$29.72 - $32.4 $11.8 Million - $12.8 Million	-396,404 Reduced 5.6%	6,682,290 $214 Million
Q1 2024 May 09, 2024	SELL	$28.16 - $31.61 $3.37 Million - $3.78 Million	-119,690 Reduced 1.66%	7,078,694 $224 Million
Q4 2023 Feb 07, 2024	BUY	$24.79 - $28.64 $7.97 Million - $9.2 Million	321,343 Added 4.67%	7,198,384 $206 Million
Q3 2023 Nov 03, 2023	BUY	$25.64 - $27.32 $21.3 Million - $22.7 Million	832,066 Added 13.76%	6,877,041 $177 Million
Q2 2023 Jul 26, 2023	BUY	$24.51 - $26.54 $69.2 Million - $75 Million	2,824,446 Added 87.7%	6,044,975 $160 Million
Q1 2023 Apr 19, 2023	BUY	$23.91 - $25.61 $16 Million - $17.2 Million	670,626 Added 26.3%	3,220,529 $81 Million
Q4 2022 Jan 24, 2023	BUY	$21.59 - $25.35 $42 Million - $49.4 Million	1,947,372 Added 323.2%	2,549,903 $0
Q3 2022 Nov 07, 2022	BUY	$21.34 - $25.56 $10.7 Million - $12.8 Million	502,712 Added 503.62%	602,531 $12.9 Million
Q2 2022 Aug 15, 2022	BUY	$21.86 - $26.49 $2.18 Million - $2.64 Million	99,819 New	99,819 $2.25 Million

Others Institutions Holding DUHP

# of Institutions

393

Shares Held

223M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History