Forum Financial Management, LP Purchases in Q4 2024

Forum Financial Management, LP

  • $5.05 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
799K
+ 2.17%
$33.92 - $36.6 $27.1M - $29.2M
37.6M $1.3B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
145K
+ 1.97%
$99.04 - $109.59 $14.4M - $15.9M
7.52M $748M
DFIC
Dimensional ETF Tr Dimensional

ETFs
372K
+ 2.33%
$25.61 - $28.0 $9.52M - $10.4M
16.4M $423M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
291K
+ 1.82%
$26.16 - $28.82 $7.62M - $8.39M
16.3M $428M
DFAT
Dimensional ETF Tr U S Target

ETFs
134K
+ 1.52%
$54.54 - $61.04 $7.32M - $8.2M
8.94M $498M
DE
Deere & CO

Industrials
10.1K
+ 219.9%
$389.45 - $466.0 $3.94M - $4.71M
14.7K $6.23M
DUHP
Dimensional ETF Tr Dimensional

ETFs
120K
+ 1.78%
$33.62 - $35.69 $4.05M - $4.3M
6.87M $232M
DFAX
Dimensional ETF Tr
115K
+ 9.53%
$24.76 - $27.04 $2.84M - $3.1M
1.32M $32.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
104K
+ 1.66%
$26.18 - $28.77 $2.73M - $3M
6.39M $170M
DIHP
Dimensional ETF Tr Dimensional

ETFs
106K
+ 1.74%
$25.15 - $27.57 $2.68M - $2.94M
6.22M $157M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
22K
+ 1.69%
$40.38 - $44.35 $890K - $977K
1.33M $54.3M
DFIP
Dimensional ETF Tr Inflation P

ETFs
19.1K
+ 30.05%
$40.31 - $42.43 $769K - $809K
82.6K $3.34M
MUB
Ishares National Muni Bond ETF

ETFs
5.7K
+ 3.53%
$105.78 - $108.7 $603K - $620K
167K $17.8M
LMT
Lockheed Martin Corp

Industrials
1.11K
+ 32.48%
$479.66 - $614.62 $531K - $680K
4.51K $2.19M
HYD
Vaneck High Yield Muni ETF

ETFs
9.35K
+ 1.73%
$51.09 - $53.06 $478K - $496K
549K $28.5M
AVGO
Broadcom Inc.

Technology
2K
+ 6.42%
$159.67 - $250.0 $319K - $500K
33.2K $7.69M
TJX
Tjx Companies Inc

Consumer Cyclical
2.8K
+ 55.88%
$112.15 - $127.2 $314K - $356K
7.81K $943K
NFLX
Netflix Inc

Communication Services
359
+ 12.36%
$687.65 - $936.56 $247K - $336K
3.26K $2.91M
MLM
Martin Marietta Materials Inc

Basic Materials
571
+ 84.59%
$516.5 - $619.58 $295K - $354K
1.25K $643K
BX
Blackstone Inc.

Financial Services
1.2K
+ 17.22%
$148.45 - $199.05 $178K - $239K
8.17K $1.41M
NOK
Nokia Corp

Technology
17.7K
+ 10.19%
$4.13 - $4.95 $73.2K - $87.7K
192K $848K
CLOV
Clover Health Investments, Corp.

Healthcare
16.1K
New
$2.78 - $4.35 $44.7K - $69.9K
16.1K $50K
Dimensional ETF Trust
168K
+ 3.19%
N/A
5.44M $0
Dimensional ETF Trust
268K
+ 1.95%
N/A
14M $0
Apple Inc
2.59K
+ 0.83%
N/A
315K $0
Activity Summary
Buys All Purchases 26 New Holdings 1 Increased Positions 25 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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