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

Forum Financial Management, LP

$6.66 Billion
Q4 2025

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Forum Financial Management, LP holds 10,207,476 shares of DFAT stock, worth $581 Million. This represents 8.73% of its overall portfolio holdings.

Number of Shares

10,207,476

Previous 9,753,142 4.66%

Holding current value

$581 Million

Previous $568 Million 2.37%

% of portfolio

8.73%

Previous 8.82%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$55.75 - $58.83 $25.3 Million - $26.7 Million	454,334 Added 4.66%	10,207,476 $581 Million
Q3 2025 Oct 24, 2025	BUY	$53.36 - $59.69 $21.3 Million - $23.9 Million	399,577 Added 4.27%	9,753,142 $568 Million
Q2 2025 Jul 30, 2025	BUY	$44.8 - $53.97 $21.3 Million - $25.7 Million	476,529 Added 5.37%	9,353,565 $505 Million
Q1 2025 May 02, 2025	SELL	$50.44 - $58.1 $3.43 Million - $3.95 Million	-67,926 Reduced 0.76%	8,877,036 $457 Million
Q4 2024 Feb 20, 2025	BUY	$54.54 - $61.04 $7.32 Million - $8.2 Million	134,272 Added 1.52%	8,944,962 $498 Million

Q4 2024 Feb 13, 2025	BUY	$54.54 - $61.04 $1.49 Million - $1.67 Million	27,311 Added 0.31%	8,810,690 $490 Million
Q3 2024 Oct 29, 2024	BUY	$51.0 - $57.07 $7.87 Million - $8.81 Million	154,338 Added 1.79%	8,783,379 $489 Million
Q2 2024 Jul 30, 2024	SELL	$50.18 - $54.47 $22.9 Million - $24.9 Million	-457,112 Reduced 5.03%	8,629,041 $448 Million
Q1 2024 May 09, 2024	SELL	$49.45 - $54.43 $4.07 Million - $4.48 Million	-82,259 Reduced 0.9%	9,086,153 $495 Million
Q4 2023 Feb 07, 2024	BUY	$42.71 - $53.09 $9.38 Million - $11.7 Million	219,728 Added 2.46%	9,168,412 $480 Million
Q3 2023 Nov 03, 2023	BUY	$45.07 - $49.71 $27 Million - $29.8 Million	599,382 Added 7.18%	8,948,684 $409 Million
Q2 2023 Jul 26, 2023	BUY	$41.44 - $46.39 $92.4 Million - $103 Million	2,229,349 Added 36.43%	8,349,302 $387 Million
Q1 2023 Apr 19, 2023	BUY	$42.38 - $49.75 $13.2 Million - $15.5 Million	312,530 Added 5.38%	6,119,953 $272 Million
Q4 2022 Jan 24, 2023	BUY	$40.24 - $46.91 $5.36 Million - $6.25 Million	133,220 Added 2.35%	5,807,423 $0
Q3 2022 Nov 07, 2022	BUY	$38.84 - $46.6 $13.4 Million - $16.1 Million	344,513 Added 6.46%	5,674,203 $221 Million
Q2 2022 Aug 15, 2022	BUY	$39.72 - $47.15 $12.3 Million - $14.5 Million	308,428 Added 6.14%	5,329,690 $214 Million
Q1 2022 May 16, 2022	BUY	$44.35 - $48.64 $17.8 Million - $19.5 Million	400,598 Added 8.67%	5,021,262 $234 Million
Q4 2021 Feb 18, 2022	BUY	$44.48 - $49.36 $206 Million - $228 Million	4,620,664 New	4,620,664 $220 Million

Others Institutions Holding DFAT

# of Institutions

814

Shares Held

170M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Forum Financial Management, LP Dimensional ETF Tr U S Target Transaction History