Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History
Forum Financial Management, LP
- $5.24 Billion
- Q3 2024
A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forum Financial Management, LP holds 6,009,122 shares of DIHP stock, worth $153 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
6,009,122
Previous 5,790,408
3.78%
Holding current value
$153 Million
Previous $152 Million
9.22%
% of portfolio
3.18%
Previous 3.14%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$571 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$564 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$216 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$154 Million11.58% of portfolio
-
Carlson Capital Management3.9MShares$99.2 Million7.7% of portfolio