Forum Financial Management, LP Dimensional ETF Tr Dimen Us Su Transaction History
Forum Financial Management, LP
- $5.28 Billion
- Q1 2025
A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Dimen Us Su stock. As of the latest transaction made, Forum Financial Management, LP holds 396,258 shares of DFSU stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
396,258
Previous 398,648
0.6%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding DFSU
# of Institutions
213Shares Held
25MCall Options Held
0Put Options Held
0-
Retirement Solution Inc.5.43MShares$00.0% of portfolio
-
Awm Capital, LLC3.05MShares$00.0% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA2.28MShares$00.0% of portfolio
-
Citrine Capital LLC San Francisco, CA994KShares$022.27% of portfolio
-
Merriman Wealth Management, LLC989KShares$00.0% of portfolio