Forum Financial Management, LP Dimensional ETF Tr U S Core Eq Transaction History
Forum Financial Management, LP
- $5.17 Billion
- Q1 2024
A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Forum Financial Management, LP holds 39,447,063 shares of DFAC stock, worth $1.26 Billion. This represents 24.38% of its overall portfolio holdings.
Number of Shares
39,447,063
Previous 40,368,686
2.28%
Holding current value
$1.26 Billion
Previous $1.18 Billion
6.81%
% of portfolio
24.38%
Previous 24.11%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
836Shares Held
678MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.65 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.44 Billion4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.2 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$555 Million0.3% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO12.6MShares$403 Million12.69% of portfolio