Forum Financial Management, LP Dimensional ETF Tr U S Equity Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Forum Financial Management, LP holds 1,232,446 shares of DFUS stock, worth $78.6 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

1,232,446

Previous 1,261,486 2.3%

Holding current value

$78.6 Million

Previous $80.5 Million 7.37%

% of portfolio

1.41%

Previous 1.59%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$59.61 - $66.71 $1.73 Million - $1.94 Million	-29,040 Reduced 2.3%	1,232,446 $74.5 Million
Q4 2024 Feb 20, 2025	BUY	$61.52 - $66.5 $1.03 Million - $1.11 Million	16,730 Added 1.34%	1,261,486 $80.5 Million
Q4 2024 Feb 13, 2025	BUY	$61.52 - $66.5 $1.12 Million - $1.21 Million	18,238 Added 1.49%	1,244,756 $79.4 Million
Q3 2024 Oct 29, 2024	SELL	$56.04 - $62.2 $1.4 Million - $1.55 Million	-24,969 Reduced 2.0%	1,226,518 $76.3 Million
Q2 2024 Jul 30, 2024	SELL	$53.83 - $59.14 $5.6 Million - $6.15 Million	-103,951 Reduced 7.67%	1,251,487 $73.7 Million
Q1 2024 May 09, 2024	SELL	$50.79 - $56.98 $1.46 Million - $1.64 Million	-28,793 Reduced 2.08%	1,355,438 $77.2 Million
Q4 2023 Feb 07, 2024	SELL	$44.51 - $52.0 $1.57 Million - $1.83 Million	-35,212 Reduced 2.48%	1,384,231 $71.7 Million
Q3 2023 Nov 03, 2023	SELL	$46.29 - $49.87 $1.16 Million - $1.24 Million	-24,959 Reduced 1.73%	1,419,443 $66.1 Million
Q2 2023 Jul 26, 2023	BUY	$43.77 - $48.16 $772,759 - $850,264	17,655 Added 1.24%	1,444,402 $69.6 Million
Q1 2023 Apr 19, 2023	SELL	$41.24 - $45.43 $458,135 - $504,681	-11,109 Reduced 0.77%	1,426,747 $63.4 Million
Q4 2022 Jan 24, 2023	BUY	$38.86 - $44.32 $3.99 Million - $4.55 Million	102,698 Added 7.69%	1,437,856 $0
Q3 2022 Nov 07, 2022	SELL	$38.82 - $46.57 $477,253 - $572,531	-12,294 Reduced 0.91%	1,335,158 $51.8 Million
Q2 2022 Aug 15, 2022	SELL	$39.62 - $49.51 $570,765 - $713,241	-14,406 Reduced 1.06%	1,347,452 $54.9 Million
Q1 2022 May 16, 2022	SELL	$45.16 - $52.01 $557,951 - $642,583	-12,355 Reduced 0.9%	1,361,858 $66.8 Million
Q4 2021 Feb 18, 2022	BUY	$47.05 - $51.98 $64.7 Million - $71.4 Million	1,374,213 New	1,374,213 $71 Million

Others Institutions Holding DFUS

# of Institutions

760

Shares Held

183M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Account

Forum Financial Management, LP Dimensional ETF Tr U S Equity Transaction History