Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 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 6,842,864 shares of DUHP stock, worth $239 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares
6,842,864
Previous 6,682,290 2.4%
Holding current value
$239 Million
Previous $214 Million 9.06%
% of portfolio
4.45%
Previous 4.41%

Shares

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

Oct 29, 2024
BUY
$30.74 - $34.07 $4.94 Million - $5.47 Million
160,574 Added 2.4%
6,842,864 $233 Million
Q2 2024

Jul 30, 2024
SELL
$29.72 - $32.4 $11.8 Million - $12.8 Million
-396,404 Reduced 5.6%
6,682,290 $214 Million
Q1 2024

May 09, 2024
SELL
$28.16 - $31.61 $3.37 Million - $3.78 Million
-119,690 Reduced 1.66%
7,078,694 $224 Million
Q4 2023

Feb 07, 2024
BUY
$24.79 - $28.64 $7.97 Million - $9.2 Million
321,343 Added 4.67%
7,198,384 $206 Million
Q3 2023

Nov 03, 2023
BUY
$25.64 - $27.32 $21.3 Million - $22.7 Million
832,066 Added 13.76%
6,877,041 $177 Million
Q2 2023

Jul 26, 2023
BUY
$24.51 - $26.54 $69.2 Million - $75 Million
2,824,446 Added 87.7%
6,044,975 $160 Million
Q1 2023

Apr 19, 2023
BUY
$23.91 - $25.61 $16 Million - $17.2 Million
670,626 Added 26.3%
3,220,529 $81 Million
Q4 2022

Jan 24, 2023
BUY
$21.59 - $25.35 $42 Million - $49.4 Million
1,947,372 Added 323.2%
2,549,903 $0
Q3 2022

Nov 07, 2022
BUY
$21.34 - $25.56 $10.7 Million - $12.8 Million
502,712 Added 503.62%
602,531 $12.9 Million
Q2 2022

Aug 15, 2022
BUY
$21.86 - $26.49 $2.18 Million - $2.64 Million
99,819 New
99,819 $2.25 Million

Others Institutions Holding DUHP

# of Institutions
335
Shares Held
209M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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