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 141,766 shares of DFSV stock, worth $4.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
141,766
Previous 167,291 15.26%
Holding current value
$4.5 Million
Previous $4.92 Million 8.33%
% of portfolio
0.07%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$29.2 - $32.74 $745,330 - $835,688
-25,525 Reduced 15.26%
141,766 $4.51 Million
Q2 2025

Jul 30, 2025
BUY
$24.21 - $29.47 $2.08 Million - $2.53 Million
85,807 Added 105.31%
167,291 $4.92 Million
Q1 2025

May 02, 2025
BUY
$27.56 - $32.1 $887,266 - $1.03 Million
32,194 Added 65.32%
81,484 $2.29 Million
Q4 2024

Feb 13, 2025
BUY
$30.18 - $33.87 $1.49 Million - $1.67 Million
49,290 New
49,290 $1.52 Million

Others Institutions Holding DFSV

# of Institutions
481
Shares Held
131M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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