Forum Financial Management, LP Dimensional ETF Tr Short Durat Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
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 38,093 shares of DFSD stock, worth $1.8 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
38,093
Previous 38,093
-0.0%
Holding current value
$1.8 Million
Previous $1.79 Million
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio