Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History

Forum Financial Management, LP

$6.44 Billion
Q3 2025

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forum Financial Management, LP holds 16,549,684 shares of DFIC stock, worth $552 Million. This represents 8.43% of its overall portfolio holdings.

Number of Shares

16,549,684

Previous 15,977,601 3.58%

Holding current value

$552 Million

Previous $497 Million 9.24%

% of portfolio

8.43%

Previous 8.62%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$30.76 - $33.01 $17.6 Million - $18.9 Million	572,083 Added 3.58%	16,549,684 $543 Million
Q2 2025 Jul 30, 2025	SELL	$24.94 - $31.15 $6.25 Million - $7.8 Million	-250,480 Reduced 1.54%	15,977,601 $497 Million
Q1 2025 May 02, 2025	SELL	$25.54 - $28.79 $3.15 Million - $3.55 Million	-123,163 Reduced 0.75%	16,228,081 $451 Million
Q4 2024 Feb 20, 2025	BUY	$25.61 - $28.0 $9.52 Million - $10.4 Million	371,737 Added 2.33%	16,351,244 $423 Million
Q4 2024 Feb 13, 2025	BUY	$25.61 - $28.0 $5.26 Million - $5.75 Million	205,198 Added 1.3%	15,979,507 $413 Million

Q3 2024 Oct 29, 2024	BUY	$25.36 - $28.37 $13.2 Million - $14.8 Million	521,068 Added 3.42%	15,774,309 $444 Million
Q2 2024 Jul 30, 2024	SELL	$25.73 - $27.44 $18.5 Million - $19.7 Million	-717,119 Reduced 4.49%	15,253,241 $401 Million
Q1 2024 May 09, 2024	SELL	$24.62 - $26.83 $4.3 Million - $4.68 Million	-174,572 Reduced 1.08%	15,970,360 $427 Million
Q4 2023 Feb 07, 2024	BUY	$22.18 - $25.58 $21.6 Million - $24.9 Million	974,496 Added 6.42%	16,144,932 $412 Million
Q3 2023 Nov 03, 2023	BUY	$23.25 - $25.17 $22.9 Million - $24.8 Million	985,692 Added 6.95%	15,170,436 $354 Million
Q2 2023 Jul 26, 2023	BUY	$23.45 - $24.88 $127 Million - $135 Million	5,430,907 Added 62.04%	14,184,744 $344 Million
Q1 2023 Apr 19, 2023	BUY	$22.5 - $24.64 $59.7 Million - $65.4 Million	2,654,477 Added 43.52%	8,753,837 $211 Million
Q4 2022 Jan 24, 2023	BUY	$19.06 - $23.03 $70.5 Million - $85.2 Million	3,700,307 Added 154.24%	6,099,360 $0
Q3 2022 Nov 07, 2022	BUY	$19.05 - $23.07 $38.8 Million - $47 Million	2,039,099 Added 566.49%	2,399,053 $46 Million
Q2 2022 Aug 15, 2022	BUY	$21.35 - $25.2 $7.69 Million - $9.07 Million	359,954 New	359,954 $7.75 Million

Others Institutions Holding DFIC

# of Institutions

526

Shares Held

282M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History