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 $416 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
$416 Million
Previous $403 Million
8.76%
% of portfolio
8.36%
Previous 8.3%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL5.76MShares$154 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$119 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$107 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$106 Million1.18% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.95MShares$106 Million2.54% of portfolio