Forum Financial Management, LP DIMENSIONAL ETF TRUST Transaction History

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025
Number of Shares
18,721
Previous 19,085 1.91%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
N/A
-364 Reduced 1.91%
18,721 $0
Q1 2025

May 02, 2025
SELL
N/A
-1,939 Reduced 9.22%
19,085 $0
Q4 2024

Feb 13, 2025
BUY
N/A
21,024 New
21,024 $0
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