Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
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 49,290 shares of DFSV stock, worth $1.31 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
49,290
Previous 49,290
-0.0%
Holding current value
$1.31 Million
Previous $1.52 Million
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
419Shares Held
112MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$214 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$202 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$144 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$133 Million1.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$106 Million0.19% of portfolio