Forum Private Client Group LLC Dimensional ETF Tr Transaction History

Forum Private Client Group LLC

$225 Billion
Q4 2024

A detailed history of Forum Private Client Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forum Private Client Group LLC holds 423,173 shares of DFAI stock, worth $13.5 Million. This represents 5.5% of its overall portfolio holdings.

Number of Shares

423,173

Previous 390,998 8.23%

Holding current value

$13.5 Million

Previous $12.4 Billion 0.56%

% of portfolio

5.5%

Previous 5.52%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$29.0 - $31.6 $933,075 - $1.02 Million	32,175 Added 8.23%	423,173 $12.4 Billion
Q3 2024 Nov 12, 2024	BUY	$28.69 - $32.06 $301,732 - $337,175	10,517 Added 2.76%	390,998 $12.4 Billion
Q2 2024 Aug 13, 2024	BUY	$28.93 - $30.91 $336,687 - $359,730	11,638 Added 3.16%	380,481 $11.3 Billion
Q1 2024 May 15, 2024	BUY	$27.74 - $30.27 $576,492 - $629,071	20,782 Added 5.97%	368,843 $11.1 Billion
Q4 2023 Jan 19, 2024	BUY	$24.88 - $28.69 $8.66 Million - $9.99 Million	348,061 New	348,061 $9.97 Billion
Q2 2023 Aug 02, 2023	BUY	$26.46 - $28.05 $1.43 Million - $1.52 Million	54,073 Added 30.48%	231,498 $6.32 Million
Q1 2023 May 15, 2023	BUY	$25.21 - $27.45 $244,360 - $266,072	9,693 Added 5.78%	177,425 $4.78 Million
Q4 2022 Feb 10, 2023	BUY	$21.47 - $25.85 $667,523 - $803,702	31,091 Added 22.75%	167,732 $4.2 Million
Q3 2022 Nov 10, 2022	BUY	$21.44 - $25.78 $707,884 - $851,178	33,017 Added 31.86%	136,641 $2.95 Million
Q2 2022 Aug 05, 2022	BUY	$23.87 - $28.49 $510,937 - $609,828	21,405 Added 26.03%	103,624 $2.5 Million
Q1 2022 Aug 05, 2022	BUY	$25.94 - $30.08 $2.13 Million - $2.47 Million	82,219 New	82,219 $2.31 Million

Others Institutions Holding DFAI

# of Institutions

606

Shares Held

230M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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Forum Private Client Group LLC Dimensional ETF Tr Transaction History