Forum Financial Management, LP DIMENSIONAL ETF TRUST Transaction History

Forum Financial Management, LP

15,451,214

Previous 14,517,559 6.43%

Previous $0 NaN%

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	N/A	933,655 Added 6.43%	15,451,214 $0
Q2 2025 Jul 30, 2025	BUY	N/A	288,449 Added 2.03%	14,517,559 $0
Q1 2025 May 02, 2025	BUY	N/A	219,059 Added 1.56%	14,229,110 $0
Q4 2024 Feb 20, 2025	BUY	N/A	268,385 Added 1.95%	14,010,051 $0
Q4 2024 Feb 13, 2025	SELL	N/A	-320,594 Reduced 2.28%	13,741,666 $0
Q3 2024 Oct 29, 2024	BUY	N/A	269,488 Added 1.95%	14,062,260 $0
Q2 2024 Jul 30, 2024	SELL	N/A	-292,168 Reduced 2.07%	13,792,772 $0
Q1 2024 May 09, 2024	BUY	N/A	144,192 Added 1.03%	14,084,940 $0
Q4 2023 Feb 07, 2024	BUY	N/A	1,541,319 Added 12.43%	13,940,748 $0
Q3 2023 Nov 03, 2023	BUY	N/A	1,827,421 Added 17.29%	12,399,429 $0
Q2 2023 Jul 26, 2023	BUY	N/A	6,080,665 Added 135.39%	10,572,008 $0
Q1 2023 Apr 19, 2023	BUY	N/A	769,183 Added 20.66%	4,491,343 $0
Q4 2022 Jan 24, 2023	BUY	N/A	3,722,160 New	3,722,160 $0

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