Forum Private Client Group LLC Dimensional ETF Tr Transaction History

Forum Private Client Group LLC

  • $230 Billion
  • Q1 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 252,014 shares of DFAE stock, worth $6.94 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
252,014
Previous 241,411 4.39%
Holding current value
$6.94 Million
Previous $6.12 Billion 6.53%
% of portfolio
2.83%
Previous 2.73%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
565
Shares Held
162M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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