Forum Financial Management, LP Dimensional ETF Tr Transaction History

Forum Financial Management, LP

  • $5.05 Billion
  • Q4 2024

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forum Financial Management, LP holds 36,299 shares of DFAU stock, worth $1.37 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
36,299
Previous 36,299 -0.0%
Holding current value
$1.37 Million
Previous $1.47 Million -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$39.27 - $42.38 $5,576 - $6,017
-142 Reduced 0.39%
36,299 $1.47 Million
Q3 2024

Oct 29, 2024
BUY
$35.8 - $39.69 $35 - $39
1 Added 0.0%
36,441 $1.45 Million
Q2 2024

Jul 30, 2024
BUY
$34.53 - $37.67 $207 - $226
6 Added 0.02%
36,440 $1.37 Million
Q4 2023

Feb 07, 2024
SELL
$28.58 - $33.37 $171 - $200
-6 Reduced 0.02%
36,434 $1.21 Million
Q3 2023

Nov 03, 2023
SELL
$29.79 - $32.13 $3,545 - $3,823
-119 Reduced 0.33%
36,440 $1.09 Million
Q2 2023

Jul 26, 2023
BUY
$28.25 - $30.99 $1.03 Million - $1.13 Million
36,559 New
36,559 $1.13 Million

Others Institutions Holding DFAU

# of Institutions
490
Shares Held
203M
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

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