Forum Financial Management, LP Dimensional ETF Tr U S Core Eq Transaction History

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025

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 37,796,124 shares of DFAC stock, worth $1.31 Billion. This represents 23.61% of its overall portfolio holdings.

Number of Shares
37,796,124
Previous 37,575,502 0.59%
Holding current value
$1.31 Billion
Previous $1.3 Billion 4.09%
% of portfolio
23.61%
Previous 25.73%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$32.42 - $36.13 $7.15 Million - $7.97 Million
220,622 Added 0.59%
37,796,124 $1.25 Billion
Q4 2024

Feb 20, 2025
BUY
$33.92 - $36.6 $27.1 Million - $29.2 Million
798,583 Added 2.17%
37,575,502 $1.3 Billion
Q4 2024

Feb 13, 2025
SELL
$33.92 - $36.6 $27.3 Million - $29.4 Million
-803,530 Reduced 2.14%
36,776,919 $1.27 Billion
Q3 2024

Oct 29, 2024
BUY
$31.05 - $34.29 $7.77 Million - $8.58 Million
250,182 Added 0.67%
37,580,449 $1.29 Billion
Q2 2024

Jul 30, 2024
SELL
$30.09 - $32.37 $63.7 Million - $68.5 Million
-2,116,796 Reduced 5.37%
37,330,267 $1.2 Billion
Q1 2024

May 09, 2024
SELL
$28.62 - $31.95 $26.4 Million - $29.4 Million
-921,623 Reduced 2.28%
39,447,063 $1.26 Billion
Q4 2023

Feb 07, 2024
BUY
$24.91 - $29.38 $24.8 Million - $29.2 Million
994,515 Added 2.53%
40,368,686 $1.18 Billion
Q3 2023

Nov 03, 2023
BUY
$26.05 - $28.22 $5.86 Million - $6.35 Million
225,134 Added 0.58%
39,374,171 $1.03 Billion
Q2 2023

Jul 26, 2023
BUY
$24.86 - $27.15 $127 Million - $138 Million
5,099,553 Added 14.98%
39,149,037 $1.06 Billion
Q1 2023

Apr 19, 2023
BUY
$24.18 - $26.58 $37.3 Million - $41 Million
1,540,955 Added 4.74%
34,049,484 $868 Million
Q4 2022

Jan 24, 2023
BUY
$22.49 - $25.81 $21.3 Million - $24.5 Million
947,671 Added 3.0%
32,508,529 $0
Q3 2022

Nov 07, 2022
BUY
$22.24 - $26.54 $29.9 Million - $35.6 Million
1,342,297 Added 4.44%
31,560,858 $702 Million
Q2 2022

Aug 15, 2022
BUY
$22.75 - $27.77 $46.2 Million - $56.4 Million
2,031,721 Added 7.21%
30,218,561 $704 Million
Q1 2022

May 16, 2022
BUY
$25.76 - $29.21 $79.9 Million - $90.6 Million
3,102,524 Added 12.37%
28,186,840 $777 Million
Q4 2021

Feb 18, 2022
BUY
$26.63 - $29.09 $668 Million - $730 Million
25,084,316 New
25,084,316 $727 Million

Others Institutions Holding DFAC

# of Institutions
1,092
Shares Held
814M
Call Options Held
46.6K
Put Options Held
600
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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