Forum Financial Management, LP Dimensional ETF Tr Dimen Emrgn Transaction History
Forum Financial Management, LP
- $5.76 Billion
- Q2 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 396,139 shares of DFSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
396,139
Previous 395,611
0.13%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding DFSE
# of Institutions
147Shares Held
7.45MCall Options Held
0Put Options Held
0-
Awm Capital, LLC627KShares$00.0% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA574KShares$00.0% of portfolio
-
Maseco LLP London,548KShares$00.79% of portfolio
-
Five Oceans Advisors352KShares$00.0% of portfolio
-
Abacus Wealth Partners, LLC Santa Monica, CA337KShares$01.96% of portfolio