Forum Financial Management, LP Dimensional ETF Tr Emerging Mk Transaction History
Forum Financial Management, LP
- $5.28 Billion
- Q1 2025
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 32,208 shares of DFEV stock, worth $916,317. This represents 0.02% of its overall portfolio holdings.
Number of Shares
32,208
Previous 32,308
0.31%
Holding current value
$916,317
Previous $846,000
2.96%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding DFEV
# of Institutions
198Shares Held
23.7MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$71.8 Million5.65% of portfolio
-
Ritholtz Wealth Management1.01MShares$28.7 Million0.83% of portfolio
-
High Tower Advisors, LLC Chicago, IL908KShares$25.8 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL834KShares$23.7 Million0.01% of portfolio
-
True Wealth Design, LLC Akron, OH806KShares$22.9 Million8.3% of portfolio