Forum Financial Management, LP Dimensional ETF Tr Dimen Emrgn Transaction History
Forum Financial Management, LP
- $4.96 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Dimen Emrgn stock. As of the latest transaction made, Forum Financial Management, LP holds 388,959 shares of DFSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
388,959
Previous 373,084
4.26%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding DFSE
# of Institutions
126Shares Held
6.8MCall Options Held
0Put Options Held
0-
Awm Capital, LLC852KShares$00.0% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA551KShares$00.0% of portfolio
-
Abacus Wealth Partners, LLC Santa Monica, CA521KShares$02.58% of portfolio
-
Five Oceans Advisors330KShares$00.0% of portfolio
-
Merriman Wealth Management, LLC286KShares$00.0% of portfolio