Forum Financial Management, LP DIMENSIONAL ETF TRUST Transaction History

Forum Financial Management, LP

14,010,051

Previous 13,741,666 1.95%

Previous $0 NaN%

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 20, 2025	BUY	N/A	268,385 Added 1.95%	14,010,051 $0
Q4 2024 Feb 13, 2025	SELL	N/A	-320,594 Reduced 2.28%	13,741,666 $0
Q3 2024 Oct 29, 2024	BUY	N/A	269,488 Added 1.95%	14,062,260 $0
Q2 2024 Jul 30, 2024	SELL	N/A	-292,168 Reduced 2.07%	13,792,772 $0
Q1 2024 May 09, 2024	BUY	N/A	144,192 Added 1.03%	14,084,940 $0
Q4 2023 Feb 07, 2024	BUY	N/A	1,541,319 Added 12.43%	13,940,748 $0
Q3 2023 Nov 03, 2023	BUY	N/A	1,827,421 Added 17.29%	12,399,429 $0
Q2 2023 Jul 26, 2023	BUY	N/A	6,080,665 Added 135.39%	10,572,008 $0
Q1 2023 Apr 19, 2023	BUY	N/A	769,183 Added 20.66%	4,491,343 $0
Q4 2022 Jan 24, 2023	BUY	N/A	3,722,160 New	3,722,160 $0

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

Stay updated on Forum Financial Management, LP with notifications on news.