Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 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 6,149,471 shares of DISV stock, worth $204 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares

6,149,471

Previous 6,389,795 3.76%

Holding current value

$204 Million

Previous $170 Million 5.48%

% of portfolio

3.39%

Previous 3.36%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$26.09 - $30.21 $6.27 Million - $7.26 Million	-240,324 Reduced 3.76%	6,149,471 $179 Million
Q4 2024 Feb 20, 2025	BUY	$26.18 - $28.77 $2.73 Million - $3 Million	104,444 Added 1.66%	6,389,795 $170 Million
Q4 2024 Feb 13, 2025	BUY	$26.18 - $28.77 $1.96 Million - $2.15 Million	74,799 Added 1.2%	6,285,351 $167 Million
Q3 2024 Oct 29, 2024	BUY	$26.06 - $29.18 $4.91 Million - $5.5 Million	188,565 Added 3.13%	6,210,552 $180 Million
Q2 2024 Jul 30, 2024	SELL	$26.23 - $28.56 $13 Million - $14.2 Million	-497,335 Reduced 7.63%	6,021,987 $162 Million
Q1 2024 May 09, 2024	SELL	$24.73 - $27.24 $2.52 Million - $2.78 Million	-101,948 Reduced 1.54%	6,519,322 $177 Million
Q4 2023 Feb 07, 2024	BUY	$22.43 - $25.87 $5.7 Million - $6.57 Million	254,060 Added 3.99%	6,621,270 $171 Million
Q3 2023 Nov 03, 2023	BUY	$23.27 - $25.13 $18.7 Million - $20.2 Million	804,855 Added 14.47%	6,367,210 $151 Million
Q2 2023 Jul 26, 2023	BUY	$23.01 - $24.6 $58.8 Million - $62.9 Million	2,556,263 Added 85.04%	5,562,355 $132 Million
Q1 2023 Apr 19, 2023	BUY	$22.4 - $24.75 $21.4 Million - $23.6 Million	953,410 Added 46.45%	3,006,092 $71.5 Million
Q4 2022 Jan 24, 2023	BUY	$18.45 - $22.54 $26.6 Million - $32.4 Million	1,439,272 Added 234.63%	2,052,682 $0
Q3 2022 Nov 07, 2022	BUY	$18.36 - $22.57 $9.79 Million - $12 Million	533,032 Added 663.16%	613,410 $11.4 Million
Q2 2022 Aug 15, 2022	BUY	$21.05 - $25.01 $1.69 Million - $2.01 Million	80,378 New	80,378 $1.69 Million

Others Institutions Holding DISV

# of Institutions

348

Shares Held

75.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History