Forum Financial Management, LP DIMENSIONAL ETF TRUST Transaction History

Forum Financial Management, LP

5,616,220

Previous 5,436,899 3.3%

Previous $0 NaN%

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	N/A	179,321 Added 3.3%	5,616,220 $0
Q4 2024 Feb 20, 2025	BUY	N/A	168,021 Added 3.19%	5,436,899 $0
Q4 2024 Feb 13, 2025	SELL	N/A	-32,885 Reduced 0.62%	5,268,878 $0
Q3 2024 Oct 29, 2024	BUY	N/A	194,495 Added 3.81%	5,301,763 $0
Q2 2024 Jul 30, 2024	BUY	N/A	121,965 Added 2.45%	5,107,268 $0
Q1 2024 May 09, 2024	BUY	N/A	4,985,303 New	4,985,303 $0

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

Stay updated on Forum Financial Management, LP with notifications on news.