Forum Financial Management, LP Dimensional ETF Tr Emerging Mk Transaction History
Forum Financial Management, LP
- $5.24 Billion
- Q3 2024
A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Forum Financial Management, LP holds 15,566,049 shares of DFEM stock, worth $407 Million. This represents 8.36% of its overall portfolio holdings.
Number of Shares
15,566,049
Previous 15,072,710
3.27%
Holding current value
$407 Million
Previous $403 Million
8.76%
% of portfolio
8.36%
Previous 8.3%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
364Shares Held
134MCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.6 Billion1.6% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$116 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$104 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$103 Million1.18% of portfolio