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 6,222,653 shares of DIHP stock, worth $173 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
6,222,653
Previous 6,116,175
1.74%
Holding current value
$173 Million
Previous $154 Million
1.74%
% of portfolio
3.11%
Previous 3.11%
Shares
12 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$665 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$620 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$430 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$176 Million10.75% of portfolio
-
Carlson Capital Management3.91MShares$109 Million7.18% of portfolio