Forum Financial Management, LP Dimensional ETF Tr Inflation P Transaction History

Forum Financial Management, LP

  • $5.17 Billion
  • Q1 2024

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Forum Financial Management, LP holds 86,976 shares of DFIP stock, worth $3.54 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
86,976
Previous 99,417 12.51%
Holding current value
$3.54 Million
Previous $4.1 Million 12.58%
% of portfolio
0.07%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$40.58 - $41.54 $504,855 - $516,799
-12,441 Reduced 12.51%
86,976 $3.59 Million
Q4 2023

Feb 07, 2024
BUY
$39.16 - $41.47 $747,055 - $791,123
19,077 Added 23.75%
99,417 $4.1 Million
Q3 2023

Nov 03, 2023
SELL
$39.65 - $41.67 $319,460 - $335,735
-8,057 Reduced 9.11%
80,340 $3.2 Million
Q2 2023

Jul 26, 2023
BUY
$41.16 - $43.19 $212,879 - $223,378
5,172 Added 6.21%
88,397 $3.65 Million
Q1 2023

Apr 19, 2023
BUY
$40.93 - $42.83 $399,272 - $417,806
9,755 Added 13.28%
83,225 $3.56 Million
Q4 2022

Jan 24, 2023
BUY
$40.64 - $42.62 $382,219 - $400,841
9,405 Added 14.68%
73,470 $0
Q3 2022

Nov 07, 2022
BUY
$41.68 - $46.11 $560,679 - $620,271
13,452 Added 26.58%
64,065 $2.6 Million
Q2 2022

Aug 15, 2022
BUY
$43.79 - $47.31 $1.13 Million - $1.22 Million
25,692 Added 103.09%
50,613 $2.23 Million
Q1 2022

May 16, 2022
BUY
$47.32 - $49.87 $804,723 - $848,089
17,006 Added 214.86%
24,921 $1.19 Million
Q4 2021

Feb 18, 2022
BUY
$49.11 - $50.08 $388,705 - $396,383
7,915 New
7,915 $393,000

Others Institutions Holding DFIP

# of Institutions
98
Shares Held
6.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

DFIP Quotes by TradingView
  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
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