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 6,389,795 shares of DISV stock, worth $180 Million. This represents 3.36% of its overall portfolio holdings.

Number of Shares
6,389,795
Previous 6,285,351 1.66%
Holding current value
$180 Million
Previous $167 Million 1.66%
% of portfolio
3.36%
Previous 3.36%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 20, 2025
BUY
$26.18 - $28.77 $2.73 Million - $3 Million
104,444 Added 1.66%
6,389,795 $170 Million
Q4 2024

Feb 13, 2025
BUY
$26.18 - $28.77 $1.96 Million - $2.15 Million
74,799 Added 1.2%
6,285,351 $167 Million
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

# of Institutions
322
Shares Held
65.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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