Forum Financial Management, LP Dimensional ETF Tr Natl Mun Bd Transaction History

Forum Financial Management, LP

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$48.08 - $48.49 $721 - $727	15 Added 0.05%	32,514 $1.56 Million
Q4 2023 Feb 07, 2024	SELL	$46.17 - $48.51 $608,428 - $639,264	-13,178 Reduced 28.85%	32,499 $1.58 Million
Q3 2023 Nov 03, 2023	SELL	$46.44 - $47.81 $142,431 - $146,633	-3,067 Reduced 6.29%	45,677 $2.12 Million
Q2 2023 Jul 26, 2023	SELL	$47.15 - $48.62 $852,519 - $879,098	-18,081 Reduced 27.06%	48,744 $2.32 Million
Q1 2023 Apr 19, 2023	SELL	$47.4 - $48.69 $179,077 - $183,950	-3,778 Reduced 5.35%	66,825 $3.23 Million
Q4 2022 Jan 24, 2023	BUY	$46.51 - $48.03 $3.28 Million - $3.39 Million	70,603 New	70,603 $0

215

23.6M

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