Forum Financial Management, LP Dimensional ETF Tr Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forum Financial Management, LP holds 437,272 shares of DFIV stock, worth $15.5 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
437,272
Previous 440,215 0.67%
Holding current value
$15.5 Million
Previous $15.8 Million 5.25%
% of portfolio
0.32%
Previous 0.33%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$34.66 - $38.38 $102,004 - $112,952
-2,943 Reduced 0.67%
437,272 $16.7 Million
Q2 2024

Jul 30, 2024
SELL
$35.5 - $38.02 $389,683 - $417,345
-10,977 Reduced 2.43%
440,215 $15.8 Million
Q1 2024

May 09, 2024
SELL
$33.15 - $36.75 $124,644 - $138,180
-3,760 Reduced 0.83%
451,192 $16.6 Million
Q4 2023

Feb 07, 2024
SELL
$30.86 - $34.46 $427,349 - $477,202
-13,848 Reduced 2.95%
454,952 $15.6 Million
Q3 2023

Nov 03, 2023
SELL
$32.1 - $34.42 $152,988 - $164,045
-4,766 Reduced 1.01%
468,800 $15.3 Million
Q2 2023

Jul 26, 2023
SELL
$31.45 - $33.77 $1.32 Million - $1.42 Million
-41,945 Reduced 8.14%
473,566 $15.6 Million
Q1 2023

Apr 19, 2023
SELL
$30.43 - $33.38 $227,007 - $249,014
-7,460 Reduced 1.43%
515,511 $16.6 Million
Q4 2022

Jan 24, 2023
BUY
$25.88 - $31.1 $2.05 Million - $2.46 Million
79,061 Added 17.81%
522,971 $0
Q3 2022

Nov 07, 2022
BUY
$25.71 - $30.57 $586,856 - $697,790
22,826 Added 5.42%
443,910 $11.4 Million
Q2 2022

Aug 15, 2022
SELL
$28.66 - $33.84 $311,190 - $367,434
-10,858 Reduced 2.51%
421,084 $12.2 Million
Q1 2022

May 16, 2022
SELL
$30.75 - $35.49 $15,528 - $17,922
-505 Reduced 0.12%
431,942 $14.5 Million
Q4 2021

Feb 18, 2022
BUY
$31.61 - $34.21 $13.7 Million - $14.8 Million
432,447 New
432,447 $14.2 Million

Others Institutions Holding DFIV

# of Institutions
559
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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