Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forum Financial Management, LP holds 81,484 shares of DFSV stock, worth $2.33 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

81,484

Previous 49,290 65.32%

Holding current value

$2.33 Million

Previous $1.52 Million 51.15%

% of portfolio

0.04%

Previous 0.03%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$27.56 - $32.1 $887,266 - $1.03 Million	32,194 Added 65.32%	81,484 $2.29 Million
Q4 2024 Feb 13, 2025	BUY	$30.18 - $33.87 $1.49 Million - $1.67 Million	49,290 New	49,290 $1.52 Million

Others Institutions Holding DFSV

# of Institutions

439

Shares Held

120M

Call Options Held

10.7K

Put Options Held

5.5K

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History