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 $16.3 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
437,272
Previous 440,215
0.67%
Holding current value
$16.3 Million
Previous $15.8 Million
5.25%
% of portfolio
0.32%
Previous 0.33%
Shares
12 transactions
Others Institutions Holding DFIV
# of Institutions
541Shares Held
190MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc18.9MShares$708 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$290 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio