Forum Financial Management, LP Dimensional ETF Tr U S Equity Transaction History
Forum Financial Management, LP
- $5.24 Billion
- Q3 2024
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 1,226,518 shares of DFUS stock, worth $79.4 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
1,226,518
Previous 1,251,487
2.0%
Holding current value
$79.4 Million
Previous $73.7 Million
3.58%
% of portfolio
1.46%
Previous 1.52%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio