Forum Financial Management, LP Dimensional ETF Tr U S Small C Transaction History

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Forum Financial Management, LP holds 153,833 shares of DFAS stock, worth $10.3 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
153,833
Previous 146,038 5.34%
Holding current value
$10.3 Million
Previous $9.3 Million 13.19%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Oct 24, 2025
BUY
$63.41 - $69.69 $494,280 - $543,233
7,795 Added 5.34%
153,833 $10.5 Million
Q2 2025

Jul 30, 2025
SELL
$52.31 - $63.72 $39,232 - $47,790
-750 Reduced 0.51%
146,038 $9.3 Million
Q1 2025

May 02, 2025
SELL
$58.81 - $68.2 $135,145 - $156,723
-2,298 Reduced 1.54%
146,788 $8.77 Million
Q4 2024

Feb 13, 2025
BUY
$63.58 - $71.15 $1.27 Million - $1.42 Million
19,934 Added 15.43%
149,086 $9.7 Million
Q3 2024

Oct 29, 2024
BUY
$59.25 - $65.33 $6,043 - $6,663
102 Added 0.08%
129,152 $8.38 Million
Q2 2024

Jul 30, 2024
SELL
$57.42 - $62.37 $387,068 - $420,436
-6,741 Reduced 4.96%
129,050 $7.75 Million
Q1 2024

May 09, 2024
SELL
$56.66 - $62.34 $14,391 - $15,834
-254 Reduced 0.19%
135,791 $8.47 Million
Q4 2023

Feb 07, 2024
SELL
$48.83 - $60.51 $170,514 - $211,300
-3,492 Reduced 2.5%
136,045 $8.11 Million
Q3 2023

Nov 03, 2023
SELL
$51.84 - $57.67 $139,605 - $155,305
-2,693 Reduced 1.89%
139,537 $7.32 Million
Q2 2023

Jul 26, 2023
SELL
$49.85 - $54.8 $601,789 - $661,545
-12,072 Reduced 7.82%
142,230 $7.79 Million
Q1 2023

Apr 19, 2023
BUY
$50.35 - $57.8 $11,932 - $13,698
237 Added 0.15%
154,302 $8.13 Million
Q4 2022

Jan 24, 2023
BUY
$47.77 - $54.73 $2.17 Million - $2.49 Million
45,487 Added 41.89%
154,065 $0
Q3 2022

Nov 07, 2022
SELL
$46.47 - $55.84 $73,747 - $88,618
-1,587 Reduced 1.44%
108,578 $5.05 Million
Q2 2022

Aug 15, 2022
SELL
$46.65 - $56.4 $182,308 - $220,411
-3,908 Reduced 3.43%
110,165 $5.29 Million
Q1 2022

May 16, 2022
SELL
$53.45 - $60.82 $40,515 - $46,101
-758 Reduced 0.66%
114,073 $6.39 Million
Q4 2021

Feb 18, 2022
BUY
$56.67 - $63.93 $6.51 Million - $7.34 Million
114,831 New
114,831 $6.89 Million

Others Institutions Holding DFAS

# of Institutions
869
Shares Held
137M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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