Forum Financial Management, LP Dimensional ETF Tr U S Target Transaction History

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Forum Financial Management, LP holds 9,353,565 shares of DFAT stock, worth $553 Million. This represents 8.76% of its overall portfolio holdings.

Number of Shares
9,353,565
Previous 8,877,036 5.37%
Holding current value
$553 Million
Previous $457 Million 10.42%
% of portfolio
8.76%
Previous 8.65%

Shares

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

Jul 30, 2025
BUY
$44.8 - $53.97 $21.3 Million - $25.7 Million
476,529 Added 5.37%
9,353,565 $505 Million
Q1 2025

May 02, 2025
SELL
$50.44 - $58.1 $3.43 Million - $3.95 Million
-67,926 Reduced 0.76%
8,877,036 $457 Million
Q4 2024

Feb 20, 2025
BUY
$54.54 - $61.04 $7.32 Million - $8.2 Million
134,272 Added 1.52%
8,944,962 $498 Million
Q4 2024

Feb 13, 2025
BUY
$54.54 - $61.04 $1.49 Million - $1.67 Million
27,311 Added 0.31%
8,810,690 $490 Million
Q3 2024

Oct 29, 2024
BUY
$51.0 - $57.07 $7.87 Million - $8.81 Million
154,338 Added 1.79%
8,783,379 $489 Million
Q2 2024

Jul 30, 2024
SELL
$50.18 - $54.47 $22.9 Million - $24.9 Million
-457,112 Reduced 5.03%
8,629,041 $448 Million
Q1 2024

May 09, 2024
SELL
$49.45 - $54.43 $4.07 Million - $4.48 Million
-82,259 Reduced 0.9%
9,086,153 $495 Million
Q4 2023

Feb 07, 2024
BUY
$42.71 - $53.09 $9.38 Million - $11.7 Million
219,728 Added 2.46%
9,168,412 $480 Million
Q3 2023

Nov 03, 2023
BUY
$45.07 - $49.71 $27 Million - $29.8 Million
599,382 Added 7.18%
8,948,684 $409 Million
Q2 2023

Jul 26, 2023
BUY
$41.44 - $46.39 $92.4 Million - $103 Million
2,229,349 Added 36.43%
8,349,302 $387 Million
Q1 2023

Apr 19, 2023
BUY
$42.38 - $49.75 $13.2 Million - $15.5 Million
312,530 Added 5.38%
6,119,953 $272 Million
Q4 2022

Jan 24, 2023
BUY
$40.24 - $46.91 $5.36 Million - $6.25 Million
133,220 Added 2.35%
5,807,423 $0
Q3 2022

Nov 07, 2022
BUY
$38.84 - $46.6 $13.4 Million - $16.1 Million
344,513 Added 6.46%
5,674,203 $221 Million
Q2 2022

Aug 15, 2022
BUY
$39.72 - $47.15 $12.3 Million - $14.5 Million
308,428 Added 6.14%
5,329,690 $214 Million
Q1 2022

May 16, 2022
BUY
$44.35 - $48.64 $17.8 Million - $19.5 Million
400,598 Added 8.67%
5,021,262 $234 Million
Q4 2021

Feb 18, 2022
BUY
$44.48 - $49.36 $206 Million - $228 Million
4,620,664 New
4,620,664 $220 Million

Others Institutions Holding DFAT

# of Institutions
784
Shares Held
171M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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