Forum Financial Management, LP Dimensional ETF Tr Dimensional Call Options Transaction History

Forum Financial Management, LP

$5.24 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAR

# of Institutions

211

Shares Held

35.2M

Call Options Held

0

Put Options Held

0

Vista Wealth Management Group, LLC

2.95M
Shares

$72.7 Million
5.23% of portfolio
High Tower Advisors, LLC Chicago, IL

2.15M
Shares

$52.9 Million
0.07% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.93M
Shares

$47.5 Million
12.28% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.68M
Shares

$41.4 Million
3.67% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$32.7 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.