Forum Financial Management, LP Dimensional ETF Tr Transaction History

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 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 36,228 shares of DFAI stock, worth $1.32 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
36,228
Previous 36,209 0.05%
Holding current value
$1.32 Million
Previous $1.25 Million 5.2%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$34.05 - $36.55 $646 - $694
19 Added 0.05%
36,228 $1.32 Million
Q2 2025

Jul 30, 2025
SELL
$28.02 - $34.71 $18,521 - $22,943
-661 Reduced 1.79%
36,209 $1.25 Million
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
698
Shares Held
261M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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