Forum Private Client Group LLC Dimensional ETF Tr Transaction History

Forum Private Client Group LLC

$259 Billion
Q2 2025

A detailed history of Forum Private Client Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forum Private Client Group LLC holds 274,713 shares of DFAE stock, worth $8.78 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares

274,713

Previous 252,014 9.01%

Holding current value

$8.78 Million

Previous $6.52 Billion 21.89%

% of portfolio

3.07%

Previous 2.83%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$22.87 - $28.95 $519,126 - $657,136	22,699 Added 9.01%	274,713 $7.95 Billion
Q1 2025 May 01, 2025	BUY	$24.64 - $26.86 $261,257 - $284,796	10,603 Added 4.39%	252,014 $6.52 Billion
Q4 2024 Feb 13, 2025	BUY	$25.36 - $28.15 $116,098 - $128,870	4,578 Added 1.93%	241,411 $6.12 Billion
Q3 2024 Nov 12, 2024	BUY	$24.46 - $27.82 $146,393 - $166,502	5,985 Added 2.59%	236,833 $6.49 Billion
Q2 2024 Aug 13, 2024	BUY	$24.03 - $26.3 $37,222 - $40,738	1,549 Added 0.68%	230,848 $5.97 Billion
Q1 2024 May 15, 2024	BUY	$22.74 - $24.88 $367,000 - $401,538	16,139 Added 7.57%	229,299 $5.67 Billion
Q4 2023 Jan 19, 2024	BUY	$21.63 - $24.11 $4.61 Million - $5.14 Million	213,160 New	213,160 $5.14 Billion
Q2 2023 Aug 02, 2023	BUY	$22.38 - $24.3 $520,402 - $565,047	23,253 Added 14.65%	182,028 $4.27 Million
Q1 2023 May 15, 2023	BUY	$21.78 - $24.36 $408,897 - $457,334	18,774 Added 13.41%	158,775 $3.66 Million
Q4 2022 Feb 10, 2023	BUY	$19.67 - $22.73 $194,654 - $224,936	9,896 Added 7.61%	140,001 $3.07 Million
Q3 2022 Nov 10, 2022	BUY	$20.09 - $23.68 $364,874 - $430,076	18,162 Added 16.22%	130,105 $2.61 Million
Q2 2022 Aug 05, 2022	BUY	$22.9 - $27.06 $715,396 - $845,354	31,240 Added 38.71%	111,943 $2.59 Million
Q1 2022 Aug 05, 2022	BUY	$24.29 - $28.31 $1.96 Million - $2.28 Million	80,703 New	80,703 $2.12 Million

Others Institutions Holding DFAE

# of Institutions

603

Shares Held

174M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
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Industry ETFs

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Forum Private Client Group LLC Dimensional ETF Tr Transaction History