Forum Financial Management, LP Dimensional ETF Tr Emerging Mk Transaction History
Forum Financial Management, LP
- $4.85 Billion
- Q2 2024
A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Forum Financial Management, LP holds 15,072,710 shares of DFEM stock, worth $429 Million. This represents 8.3% of its overall portfolio holdings.
Number of Shares
15,072,710
Previous 15,822,576
4.74%
Holding current value
$429 Million
Previous $403 Million
0.11%
% of portfolio
8.3%
Previous 7.8%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
124MCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL5.46MShares$155 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$120 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$113 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$113 Million1.18% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.44MShares$97.7 Million2.62% of portfolio