Forum Financial Management, LP Dimensional ETF Tr Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 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 1,326,223 shares of DFAX stock, worth $34.2 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
1,326,223
Previous 1,300,036 2.01%
Holding current value
$34.2 Million
Previous $33 Million 8.4%
% of portfolio
0.68%
Previous 0.68%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$24.29 - $27.25 $636,082 - $713,595
26,187 Added 2.01%
1,326,223 $35.8 Million
Q2 2024

Jul 30, 2024
SELL
$24.57 - $26.36 $6.38 Million - $6.84 Million
-259,525 Reduced 16.64%
1,300,036 $33 Million
Q1 2024

May 09, 2024
SELL
$23.42 - $25.45 $870,802 - $946,281
-37,182 Reduced 2.33%
1,559,561 $39.7 Million
Q4 2023

Feb 07, 2024
BUY
$21.44 - $24.42 $1.27 Million - $1.45 Million
59,225 Added 3.85%
1,596,743 $39 Million
Q3 2023

Nov 03, 2023
BUY
$22.41 - $24.35 $133,451 - $145,004
5,955 Added 0.39%
1,537,518 $34.6 Million
Q2 2023

Jul 26, 2023
SELL
$22.56 - $24.03 $2.46 Million - $2.62 Million
-109,092 Reduced 6.65%
1,531,563 $35.7 Million
Q1 2023

Apr 19, 2023
BUY
$21.74 - $23.72 $943,602 - $1.03 Million
43,404 Added 2.72%
1,640,655 $37.8 Million
Q4 2022

Jan 24, 2023
BUY
$18.81 - $22.36 $1.14 Million - $1.35 Million
60,507 Added 3.94%
1,597,251 $0
Q3 2022

Nov 07, 2022
BUY
$18.89 - $22.64 $2.38 Million - $2.85 Million
125,849 Added 8.92%
1,536,744 $29 Million
Q2 2022

Aug 15, 2022
BUY
$21.22 - $25.37 $7.5 Million - $8.97 Million
353,532 Added 33.44%
1,410,895 $30.3 Million
Q1 2022

May 16, 2022
BUY
$23.26 - $26.72 $11.7 Million - $13.5 Million
503,806 Added 91.01%
1,057,363 $26.4 Million
Q4 2021

Feb 18, 2022
BUY
$25.17 - $26.82 $13.9 Million - $14.8 Million
553,557 New
553,557 $14.5 Million

Others Institutions Holding DFAX

# of Institutions
534
Shares Held
234M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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