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 6,210,552 shares of DISV stock, worth $165 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares
6,210,552
Previous 6,021,987 3.13%
Holding current value
$165 Million
Previous $162 Million 11.37%
% of portfolio
3.44%
Previous 3.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$26.06 - $29.18 $4.91 Million - $5.5 Million
188,565 Added 3.13%
6,210,552 $180 Million
Q2 2024

Jul 30, 2024

SELL
$26.23 - $28.56 $13 Million - $14.2 Million
-497,335 Reduced 7.63%
6,021,987 $162 Million
Q1 2024

May 09, 2024

SELL
$24.73 - $27.24 $2.52 Million - $2.78 Million
-101,948 Reduced 1.54%
6,519,322 $177 Million
Q4 2023

Feb 07, 2024

BUY
$22.43 - $25.87 $5.7 Million - $6.57 Million
254,060 Added 3.99%
6,621,270 $171 Million
Q3 2023

Nov 03, 2023

BUY
$23.27 - $25.13 $18.7 Million - $20.2 Million
804,855 Added 14.47%
6,367,210 $151 Million
Q2 2023

Jul 26, 2023

BUY
$23.01 - $24.6 $58.8 Million - $62.9 Million
2,556,263 Added 85.04%
5,562,355 $132 Million
Q1 2023

Apr 19, 2023

BUY
$22.4 - $24.75 $21.4 Million - $23.6 Million
953,410 Added 46.45%
3,006,092 $71.5 Million
Q4 2022

Jan 24, 2023

BUY
$18.45 - $22.54 $26.6 Million - $32.4 Million
1,439,272 Added 234.63%
2,052,682 $0
Q3 2022

Nov 07, 2022

BUY
$18.36 - $22.57 $9.79 Million - $12 Million
533,032 Added 663.16%
613,410 $11.4 Million
Q2 2022

Aug 15, 2022

BUY
$21.05 - $25.01 $1.69 Million - $2.01 Million
80,378 New
80,378 $1.69 Million

Others Institutions Holding DISV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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