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 380,481 shares of DFAI stock, worth $11.7 Million. This represents 5.37% of its overall portfolio holdings.
Number of Shares
380,481
Previous 368,843
3.16%
Holding current value
$11.7 Million
Previous $11.1 Billion
1.28%
% of portfolio
5.37%
Previous 5.39%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
528Shares Held
166MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$191 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$167 Million17.91% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$157 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$130 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$127 Million0.22% of portfolio