Forum Financial Management, LP Dimensional ETF Tr Core Fxd In Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Forum Financial Management, LP holds 42,417 shares of DFCF stock, worth $1.76 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

42,417

Previous 48,862 13.19%

Holding current value

$1.76 Million

Previous $2.02 Million 11.68%

% of portfolio

0.03%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$40.79 - $42.32 $262,891 - $272,752	-6,445 Reduced 13.19%	42,417 $1.78 Million
Q4 2024 Feb 13, 2025	SELL	$41.17 - $43.34 $7,369 - $7,757	-179 Reduced 0.37%	48,862 $2.02 Million
Q3 2024 Oct 29, 2024	SELL	$41.34 - $43.55 $1,198 - $1,262	-29 Reduced 0.06%	49,041 $2.12 Million
Q2 2024 Jul 30, 2024	SELL	$40.79 - $41.97 $13.3 Million - $13.7 Million	-325,899 Reduced 86.91%	49,070 $2.04 Million
Q1 2024 May 09, 2024	SELL	$41.54 - $42.6 $1.81 Million - $1.86 Million	-43,636 Reduced 10.42%	374,969 $15.7 Million
Q4 2023 Feb 07, 2024	SELL	$39.52 - $42.54 $2.58 Million - $2.78 Million	-65,335 Reduced 13.5%	418,605 $17.7 Million
Q3 2023 Nov 03, 2023	SELL	$40.3 - $42.05 $786,656 - $820,816	-19,520 Reduced 3.88%	483,940 $19.5 Million
Q2 2023 Jul 26, 2023	SELL	$41.55 - $42.94 $1.41 Million - $1.46 Million	-33,959 Reduced 6.32%	503,460 $21 Million
Q1 2023 Apr 19, 2023	BUY	$41.26 - $43.27 $104,346 - $109,429	2,529 Added 0.47%	537,419 $22.8 Million
Q4 2022 Jan 24, 2023	BUY	$39.82 - $42.74 $12.1 Million - $13 Million	303,762 Added 131.43%	534,890 $0
Q3 2022 Nov 07, 2022	BUY	$40.64 - $44.91 $2.12 Million - $2.34 Million	52,128 Added 29.12%	231,128 $9.46 Million
Q2 2022 Aug 15, 2022	BUY	$42.49 - $46.23 $3.33 Million - $3.62 Million	78,294 Added 77.75%	179,000 $7.81 Million
Q1 2022 May 16, 2022	BUY	$45.81 - $49.82 $3.47 Million - $3.77 Million	75,759 Added 303.68%	100,706 $4.67 Million
Q4 2021 Feb 18, 2022	BUY	$49.84 - $50.46 $1.24 Million - $1.26 Million	24,947 New	24,947 $1.25 Million

Others Institutions Holding DFCF

# of Institutions

427

Shares Held

113M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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Forum Financial Management, LP Dimensional ETF Tr Core Fxd In Transaction History