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 6,210,552 shares of DISV stock, worth $170 Million. This represents 3.44% of its overall portfolio holdings.
Number of Shares
6,210,552
Previous 6,021,987
3.13%
Holding current value
$170 Million
Previous $162 Million
11.37%
% of portfolio
3.44%
Previous 3.34%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
266Shares Held
57.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$229 Million10.25% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.5 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.9 Million1.2% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.18MShares$32.2 Million0.05% of portfolio