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

Forum Financial Management, LP

$5.28 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAT

# of Institutions

777

Shares Held

170M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

13.9M
Shares

$778 Million
0.68% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$694 Million
7.18% of portfolio
Index Fund Advisors, Inc.

6.17M
Shares

$344 Million
19.45% of portfolio
Savant Capital, LLC

5.05M
Shares

$282 Million
1.97% of portfolio
Buckingham Strategic Partners Saint Louis, MO

4.92M
Shares

$274 Million
4.12% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.