Forum Financial Management, LP Dimensional ETF Tr Us Marketwi Transaction History

Forum Financial Management, LP

  • $5.17 Billion
  • Q1 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 1,401,536 shares of DFUV stock, worth $54.9 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
1,401,536
Previous 1,442,067 2.81%
Holding current value
$54.9 Million
Previous $53.7 Million 6.8%
% of portfolio
1.11%
Previous 1.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$36.22 - $40.9 $1.47 Million - $1.66 Million
-40,531 Reduced 2.81%
1,401,536 $57.3 Million
Q4 2023

Feb 07, 2024
SELL
$31.85 - $37.39 $886,512 - $1.04 Million
-27,834 Reduced 1.89%
1,442,067 $53.7 Million
Q3 2023

Nov 03, 2023
SELL
$33.83 - $36.19 $616,720 - $659,743
-18,230 Reduced 1.23%
1,469,901 $50 Million
Q2 2023

Jul 26, 2023
SELL
$32.32 - $34.5 $1.07 Million - $1.15 Million
-33,237 Reduced 2.18%
1,488,131 $51.3 Million
Q1 2023

Apr 19, 2023
SELL
$31.9 - $35.83 $284,005 - $318,994
-8,903 Reduced 0.58%
1,521,368 $50.9 Million
Q4 2022

Jan 24, 2023
BUY
$33.0 - $35.36 $5.19 Million - $5.56 Million
157,355 Added 11.46%
1,530,271 $0
Q3 2022

Nov 07, 2022
BUY
$30.15 - $34.78 $556,719 - $642,212
18,465 Added 1.36%
1,372,916 $40.7 Million
Q2 2022

Aug 15, 2022
BUY
$30.92 - $35.31 $41.9 Million - $47.8 Million
1,354,451 New
1,354,451 $42.8 Million

Others Institutions Holding DFUV

# of Institutions
592
Shares Held
242M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email