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%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$25.35 - $27.46 $6.43 Million - $6.96 Million	253,481 Added 1.55%	16,581,359 $439 Million
Q4 2024 Feb 20, 2025	BUY	$26.16 - $28.82 $7.62 Million - $8.39 Million	291,188 Added 1.82%	16,327,878 $428 Million
Q4 2024 Feb 13, 2025	BUY	$26.16 - $28.82 $12.3 Million - $13.6 Million	470,641 Added 3.02%	16,036,690 $420 Million
Q3 2024 Oct 29, 2024	BUY	$25.21 - $28.46 $12.4 Million - $14 Million	493,339 Added 3.27%	15,566,049 $438 Million
Q2 2024 Jul 30, 2024	SELL	$24.84 - $27.2 $18.6 Million - $20.4 Million	-749,866 Reduced 4.74%	15,072,710 $403 Million
Q1 2024 May 09, 2024	BUY	$23.62 - $25.64 $6.19 Million - $6.72 Million	262,044 Added 1.68%	15,822,576 $403 Million
Q4 2023 Feb 07, 2024	BUY	$22.36 - $24.96 $45.1 Million - $50.3 Million	2,016,884 Added 14.89%	15,560,532 $388 Million
Q3 2023 Nov 03, 2023	BUY	$23.16 - $25.43 $32.4 Million - $35.6 Million	1,400,129 Added 11.53%	13,543,648 $316 Million
Q2 2023 Jul 26, 2023	BUY	$23.0 - $24.82 $137 Million - $148 Million	5,956,937 Added 96.29%	12,143,519 $292 Million
Q1 2023 Apr 19, 2023	BUY	$22.42 - $24.83 $42.8 Million - $47.4 Million	1,908,929 Added 44.63%	6,186,582 $146 Million
Q4 2022 Jan 24, 2023	BUY	$20.21 - $23.44 $58.4 Million - $67.8 Million	2,891,727 Added 208.65%	4,277,653 $0
Q3 2022 Nov 07, 2022	BUY	$20.44 - $24.05 $24.6 Million - $28.9 Million	1,203,728 Added 660.67%	1,385,926 $28.3 Million
Q2 2022 Aug 15, 2022	BUY	$23.26 - $25.86 $4.24 Million - $4.71 Million	182,198 New	182,198 $4.29 Million

Others Institutions Holding DFEM

# of Institutions

456

Shares Held

165M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

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Forum Financial Management, LP Dimensional ETF Tr Emerging Mk Transaction History