Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History

Forum Financial Management, LP

$6.44 Billion
Q3 2025

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forum Financial Management, LP holds 1,156,857 shares of DFIS stock, worth $36.3 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

1,156,857

Previous 1,158,857 0.17%

Holding current value

$36.3 Million

Previous $34.6 Million 5.82%

% of portfolio

0.57%

Previous 0.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$29.65 - $31.77 $59,300 - $63,540	-2,000 Reduced 0.17%	1,156,857 $36.6 Million
Q2 2025 Jul 30, 2025	SELL	$23.2 - $29.84 $62,640 - $80,568	-2,700 Reduced 0.23%	1,158,857 $34.6 Million
Q1 2025 May 02, 2025	SELL	$23.92 - $26.89 $149,595 - $168,170	-6,254 Reduced 0.54%	1,161,557 $30 Million
Q4 2024 Feb 13, 2025	BUY	$24.25 - $26.7 $8.93 Million - $9.83 Million	368,279 Added 46.06%	1,167,811 $28.7 Million
Q1 2024 May 09, 2024	BUY	$23.13 - $25.1 $981,313 - $1.06 Million	42,426 Added 5.6%	799,532 $20 Million

Q4 2023 Feb 07, 2024	BUY	$20.55 - $24.23 $15.6 Million - $18.3 Million	757,106 New	757,106 $18.3 Million

Others Institutions Holding DFIS

# of Institutions

287

Shares Held

114M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History