Forum Financial Management, LP Dimensional ETF Tr Emerging Mk Transaction History
Forum Financial Management, LP
- $5.28 Billion
- Q1 2025
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 16,581,359 shares of DFEM stock, worth $505 Million. This represents 8.31% of its overall portfolio holdings.
Number of Shares
16,581,359
Previous 16,327,878
1.55%
Holding current value
$505 Million
Previous $428 Million
2.6%
% of portfolio
8.31%
Previous 8.46%
Shares
13 transactions
Others Institutions Holding DFEM
# of Institutions
456Shares Held
165MCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL6.49MShares$197 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$186 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$149 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$141 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$136 Million0.17% of portfolio