Forum Financial Management, LP DIMENSIONAL ETF TRUST Transaction History

Forum Financial Management, LP

5,902,297

Previous 5,616,220 5.09%

Previous $0 NaN%

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	N/A	286,077 Added 5.09%	5,902,297 $0
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

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