Forum Financial Management, LP Dimensional ETF Tr Us Marketwi Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Forum Financial Management, LP holds 1,327,469 shares of DFUV stock, worth $56.6 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
1,327,469
Previous 1,305,440
1.69%
Holding current value
$56.6 Million
Previous $53.4 Million
1.69%
% of portfolio
1.07%
Previous 1.08%
Shares
12 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.44 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.34 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$766 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$458 Million0.67% of portfolio