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 $172 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
$172 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$660 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$615 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$427 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$175 Million10.75% of portfolio
-
Carlson Capital Management3.91MShares$108 Million7.18% of portfolio