Forum Financial Management, LP Dimensional ETF Tr Transaction History
Forum Financial Management, LP
- $4.85 Billion
- Q2 2024
A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forum Financial Management, LP holds 36,787 shares of DFAI stock, worth $1.14 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
36,787
Previous 36,457
0.91%
Holding current value
$1.14 Million
Previous $1.1 Million
0.91%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$194 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$170 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$159 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$132 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$129 Million0.22% of portfolio