Forum Financial Management, LP Dimensional ETF Tr Dimen Emrgn Transaction History

Forum Financial Management, LP

$6.44 Billion
Q3 2025

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 397,163 shares of DFSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

397,163

Previous 396,139 0.26%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	N/A	1,024 Added 0.26%	397,163 $0
Q2 2025 Jul 30, 2025	BUY	N/A	528 Added 0.13%	396,139 $0
Q1 2025 May 02, 2025	BUY	N/A	6,652 Added 1.71%	395,611 $0
Q4 2024 Feb 13, 2025	BUY	N/A	15,875 Added 4.26%	388,959 $0
Q3 2024 Oct 29, 2024	BUY	N/A	16,085 Added 4.51%	373,084 $0

Q2 2024 Jul 30, 2024	BUY	N/A	25,961 Added 7.84%	356,999 $0
Q1 2024 May 09, 2024	BUY	N/A	25,539 Added 8.36%	331,038 $0
Q4 2023 Feb 07, 2024	BUY	N/A	120,370 Added 65.02%	305,499 $0
Q3 2023 Nov 03, 2023	BUY	N/A	74,510 Added 67.36%	185,129 $0
Q2 2023 Jul 26, 2023	BUY	N/A	97,849 Added 766.24%	110,619 $0
Q1 2023 Apr 19, 2023	BUY	N/A	5,318 Added 71.36%	12,770 $0
Q4 2022 Jan 24, 2023	BUY	N/A	7,452 New	7,452 $0

Others Institutions Holding DFSE

# of Institutions

158

Shares Held

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMEN EMRGN

Ticker DFSE

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Forum Financial Management, LP Dimensional ETF Tr Dimen Emrgn Transaction History