Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History

Forum Financial Management, LP

$5.76 Billion
Q2 2025

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 5,996,961 shares of DIHP stock, worth $174 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares

5,996,961

Previous 6,010,295 0.22%

Holding current value

$174 Million

Previous $162 Million 9.22%

% of portfolio

3.07%

Previous 3.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$24.32 - $29.74 $324,282 - $396,553	-13,334 Reduced 0.22%	5,996,961 $177 Million
Q1 2025 May 02, 2025	SELL	$25.1 - $27.85 $5.33 Million - $5.91 Million	-212,358 Reduced 3.41%	6,010,295 $162 Million
Q4 2024 Feb 20, 2025	BUY	$25.15 - $27.57 $2.68 Million - $2.94 Million	106,478 Added 1.74%	6,222,653 $157 Million
Q4 2024 Feb 13, 2025	BUY	$25.15 - $27.57 $2.69 Million - $2.95 Million	107,053 Added 1.78%	6,116,175 $154 Million
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

280

Shares Held

145M

Call Options Held

Put Options Held

100

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
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Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History