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 $78.3 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
$78.3 Million
Previous $73.7 Million 3.58%
% of portfolio
1.46%
Previous 1.52%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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