Forum Financial Management, LP Dimensional ETF Tr Dimen Us Su Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Dimen Us Su stock. As of the latest transaction made, Forum Financial Management, LP holds 431,131 shares of DFSU stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
431,131
              Previous 416,004
              
        
           3.64%
        
      
          
        Holding current value
$0
            Previous $0
            
        
           NaN%
        
      
          
        % of portfolio
0.0%
            Previous 0.0%
          
        Shares
	  11 transactions
	
  Others Institutions Holding DFSU
# of Institutions
238Shares Held
29.5MCall Options Held
0Put Options Held
0- 
    
      Retirement Solution Inc.5.44MShares$00.0% of portfolio
- 
    
      Awm Capital, LLC2.93MShares$00.0% of portfolio
- 
    
      Quantum Financial Advisors, LLC Manhattan Beach, CA2.4MShares$00.0% of portfolio
- 
    
      Maseco LLP London,1.84MShares$02.75% of portfolio
- 
    
      Abacus Wealth Partners, LLC Santa Monica, CA1.23MShares$07.39% of portfolio