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 $151 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
$151 Million
Previous $152 Million 9.22%
% of portfolio
3.18%
Previous 3.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$25.23 - $27.94 $5.52 Million - $6.11 Million
218,714 Added 3.78%
6,009,122 $166 Million
Q2 2024

Jul 30, 2024
SELL
$25.66 - $27.34 $7.45 Million - $7.94 Million
-290,414 Reduced 4.78%
5,790,408 $152 Million
Q1 2024

May 09, 2024
SELL
$24.77 - $26.98 $2.81 Million - $3.06 Million
-113,268 Reduced 1.83%
6,080,822 $164 Million
Q4 2023

Feb 07, 2024
BUY
$22.28 - $25.74 $6.21 Million - $7.17 Million
278,512 Added 4.71%
6,194,090 $159 Million
Q3 2023

Nov 03, 2023
BUY
$23.09 - $25.15 $17.4 Million - $19 Million
754,781 Added 14.63%
5,915,578 $137 Million
Q2 2023

Jul 26, 2023
BUY
$23.55 - $25.01 $59.2 Million - $62.9 Million
2,514,126 Added 94.99%
5,160,797 $126 Million
Q1 2023

Apr 19, 2023
BUY
$22.15 - $24.29 $16.6 Million - $18.2 Million
747,634 Added 39.37%
2,646,671 $64 Million
Q4 2022

Jan 24, 2023
BUY
$19.06 - $23.03 $25.5 Million - $30.8 Million
1,337,683 Added 238.3%
1,899,037 $0
Q3 2022

Nov 07, 2022
BUY
$18.92 - $22.98 $9.07 Million - $11 Million
479,222 Added 583.48%
561,354 $10.7 Million
Q2 2022

Aug 15, 2022
BUY
$21.08 - $25.48 $1.73 Million - $2.09 Million
82,132 New
82,132 $1.75 Million

Others Institutions Holding DIHP

# of Institutions
208
Shares Held
113M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DIHP Quotes by TradingView
  • Ticker DIHP
  • Sector ETFs
  • Industry ETFs
More about DIHP
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