Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 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 1,161,557 shares of DFIS stock, worth $35.6 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
1,161,557
Previous 1,167,811 0.54%
Holding current value
$35.6 Million
Previous $28.7 Million 4.65%
% of portfolio
0.57%
Previous 0.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
260
Shares Held
85.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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