Forum Financial Management, LP Dimensional ETF Tr Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

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 36,870 shares of DFAI stock, worth $1.26 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

36,870

Previous 36,735 0.37%

Holding current value

$1.26 Million

Previous $1.07 Million 7.37%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$28.88 - $32.4 $3,898 - $4,374	135 Added 0.37%	36,870 $1.15 Million
Q4 2024 Feb 13, 2025	SELL	$29.0 - $31.6 $13,920 - $15,168	-480 Reduced 1.29%	36,735 $1.07 Million
Q3 2024 Oct 29, 2024	BUY	$28.69 - $32.06 $12,279 - $13,721	428 Added 1.16%	37,215 $1.18 Million
Q2 2024 Jul 30, 2024	BUY	$28.93 - $30.91 $9,546 - $10,200	330 Added 0.91%	36,787 $1.09 Million
Q1 2024 May 09, 2024	SELL	$27.74 - $30.27 $37,365 - $40,773	-1,347 Reduced 3.56%	36,457 $1.1 Million
Q4 2023 Feb 07, 2024	SELL	$24.88 - $28.69 $70,982 - $81,852	-2,853 Reduced 7.02%	37,804 $1.08 Million
Q3 2023 Nov 03, 2023	SELL	$26.0 - $28.17 $27,508 - $29,803	-1,058 Reduced 2.54%	40,657 $1.06 Million
Q2 2023 Jul 26, 2023	BUY	$26.46 - $28.05 $1.1 Million - $1.17 Million	41,715 New	41,715 $1.14 Million
Q2 2022 Aug 15, 2022	SELL	$23.87 - $28.49 $22,771 - $27,179	-954 Reduced 7.92%	11,090 $268,000
Q1 2022 May 16, 2022	BUY	$25.94 - $30.08 $40,492 - $46,954	1,561 Added 14.89%	12,044 $339,000
Q4 2021 Feb 18, 2022	BUY	$28.27 - $30.4 $296,354 - $318,683	10,483 New	10,483 $310,000

Others Institutions Holding DFAI

# of Institutions

645

Shares Held

235M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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Forum Financial Management, LP Dimensional ETF Tr Transaction History