Forum Financial Management, LP Dimensional ETF Tr Emerging Mk Transaction History
Forum Financial Management, LP
- $5.24 Billion
- Q3 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 8,439 shares of DFEV stock, worth $224,393. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,439
Previous 8,439
-0.0%
Holding current value
$224,393
Previous $232,000
3.45%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFEV
# of Institutions
164Shares Held
19.3MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.48MShares$66 Million5.21% of portfolio
-
Ritholtz Wealth Management1.02MShares$27.1 Million0.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL988KShares$26.3 Million0.04% of portfolio
-
True Wealth Design, LLC Akron, OH786KShares$20.9 Million8.74% of portfolio
-
Marquette Asset Management, LLC643KShares$17.1 Million2.76% of portfolio