Forum Private Client Group LLC Dimensional ETF Tr Transaction History
Forum Private Client Group LLC
- $210 Billion
- Q2 2024
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 230,848 shares of DFAE stock, worth $6.44 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
230,848
Previous 229,299
0.68%
Holding current value
$6.44 Million
Previous $5.67 Billion
5.36%
% of portfolio
2.84%
Previous 2.74%
Shares
9 transactions
Others Institutions Holding DFAE
# of Institutions
455Shares Held
127MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$354 Million1.28% of portfolio
-
Ubs Group Ag5.16MShares$144 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.26MShares$119 Million0.01% of portfolio
-
Envestnet Asset Management Inc3.71MShares$103 Million0.03% of portfolio
-
Foster Group, Inc.3.48MShares$97 Million3.68% of portfolio