Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forum Financial Management, LP holds 410,446 shares of DFAR stock, worth $10.3 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
410,446
Previous 420,335 2.35%
Holding current value
$10.3 Million
Previous $9.29 Million 13.28%
% of portfolio
0.2%
Previous 0.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$21.91 - $26.03 $216,667 - $257,410
-9,889 Reduced 2.35%
410,446 $10.5 Million
Q2 2024

Jul 30, 2024
SELL
$20.41 - $22.23 $1,938 - $2,111
-95 Reduced 0.02%
420,335 $9.29 Million
Q1 2024

May 09, 2024
BUY
$21.28 - $22.96 $105,293 - $113,606
4,948 Added 1.19%
420,430 $9.41 Million
Q4 2023

Feb 07, 2024
SELL
$18.45 - $23.08 $748,977 - $936,932
-40,595 Reduced 8.9%
415,482 $9.45 Million
Q3 2023

Nov 03, 2023
SELL
$19.26 - $22.35 $934,225 - $1.08 Million
-48,506 Reduced 9.61%
456,077 $8.9 Million
Q2 2023

Jul 26, 2023
SELL
$20.22 - $21.63 $7.35 Million - $7.87 Million
-363,717 Reduced 41.89%
504,583 $10.9 Million
Q1 2023

Apr 19, 2023
SELL
$19.83 - $23.92 $345,141 - $416,327
-17,405 Reduced 1.97%
868,300 $18.7 Million
Q4 2022

Jan 24, 2023
BUY
$19.45 - $22.52 $11.2 Million - $12.9 Million
574,919 Added 184.99%
885,705 $0
Q3 2022

Nov 07, 2022
BUY
$20.34 - $25.89 $5.18 Million - $6.59 Million
254,682 Added 453.95%
310,786 $6.39 Million
Q2 2022

Aug 15, 2022
BUY
$21.92 - $28.24 $1.23 Million - $1.58 Million
56,104 New
56,104 $1.3 Million

Others Institutions Holding DFAR

# of Institutions
210
Shares Held
35.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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