Forum Financial Management, LP Dimensional ETF Tr Short Durat Transaction History

Forum Financial Management, LP

  • $6.66 Billion
  • Q4 2025

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Forum Financial Management, LP holds 10,986 shares of DFSD stock, worth $529,525. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,986
Previous 14,224 22.76%
Holding current value
$529,525
Previous $685,000 22.77%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
$48.17 - $48.5 $155,974 - $157,043
-3,238 Reduced 22.76%
10,986 $529,000
Q3 2025

Oct 24, 2025
SELL
$47.86 - $48.43 $105,674 - $106,933
-2,208 Reduced 13.44%
14,224 $685,000
Q2 2025

Jul 30, 2025
SELL
$47.09 - $48.01 $331,278 - $337,750
-7,035 Reduced 29.98%
16,432 $788,000
Q1 2025

May 02, 2025
SELL
$46.74 - $47.55 $683,619 - $695,466
-14,626 Reduced 38.4%
23,467 $1.12 Million
Q4 2024

Feb 13, 2025
BUY
$46.75 - $47.8 $1.78 Million - $1.82 Million
38,093 New
38,093 $1.79 Million

Others Institutions Holding DFSD

# of Institutions
397
Shares Held
90.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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