Forum Financial Management, LP Dimensional ETF Tr U S Core Eq Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Forum Financial Management, LP holds 37,575,502 shares of DFAC stock, worth $1.31 Billion. This represents 25.73% of its overall portfolio holdings.
Number of Shares
37,575,502
Previous 36,776,919
2.17%
Holding current value
$1.31 Billion
Previous $1.27 Billion
2.17%
% of portfolio
25.73%
Previous 25.63%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$635 Million0.26% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO16.1MShares$563 Million10.16% of portfolio