Forum Financial Management, LP Dimensional ETF Tr U S Target Transaction History
Forum Financial Management, LP
- $4.85 Billion
- Q2 2024
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 8,629,041 shares of DFAT stock, worth $479 Million. This represents 9.23% of its overall portfolio holdings.
Number of Shares
8,629,041
Previous 9,086,153
5.03%
Holding current value
$479 Million
Previous $495 Million
9.5%
% of portfolio
9.23%
Previous 9.57%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$790 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$416 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.69MShares$205 Million5.46% of portfolio