Forum Financial Management, LP Dimensional ETF Tr Dimen Emrgn Transaction History
Forum Financial Management, LP
- $5.28 Billion
- Q1 2025
A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Dimen Emrgn stock. As of the latest transaction made, Forum Financial Management, LP holds 395,611 shares of DFSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
395,611
Previous 388,959
1.71%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding DFSE
# of Institutions
143Shares Held
7.01MCall Options Held
0Put Options Held
0-
Awm Capital, LLC882KShares$00.0% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA584KShares$00.0% of portfolio
-
Abacus Wealth Partners, LLC Santa Monica, CA526KShares$02.66% of portfolio
-
Five Oceans Advisors332KShares$00.0% of portfolio
-
Citrine Capital LLC San Francisco, CA303KShares$06.38% of portfolio