Forum Private Client Group LLC Dimensional ETF Tr Transaction History

Forum Private Client Group LLC

  • $225 Billion
  • Q3 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 390,998 shares of DFAI stock, worth $11.6 Million. This represents 5.52% of its overall portfolio holdings.

Number of Shares
390,998
Previous 380,481 2.76%
Holding current value
$11.6 Million
Previous $11.3 Billion 10.07%
% of portfolio
5.52%
Previous 5.37%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$28.69 - $32.06 $301,732 - $337,175
10,517 Added 2.76%
390,998 $12.4 Billion
Q2 2024

Aug 13, 2024
BUY
$28.93 - $30.91 $336,687 - $359,730
11,638 Added 3.16%
380,481 $11.3 Billion
Q1 2024

May 15, 2024
BUY
$27.74 - $30.27 $576,492 - $629,071
20,782 Added 5.97%
368,843 $11.1 Billion
Q4 2023

Jan 19, 2024
BUY
$24.88 - $28.69 $8.66 Million - $9.99 Million
348,061 New
348,061 $9.97 Billion
Q2 2023

Aug 02, 2023
BUY
$26.46 - $28.05 $1.43 Million - $1.52 Million
54,073 Added 30.48%
231,498 $6.32 Million
Q1 2023

May 15, 2023
BUY
$25.21 - $27.45 $244,360 - $266,072
9,693 Added 5.78%
177,425 $4.78 Million
Q4 2022

Feb 10, 2023
BUY
$21.47 - $25.85 $667,523 - $803,702
31,091 Added 22.75%
167,732 $4.2 Million
Q3 2022

Nov 10, 2022
BUY
$21.44 - $25.78 $707,884 - $851,178
33,017 Added 31.86%
136,641 $2.95 Million
Q2 2022

Aug 05, 2022
BUY
$23.87 - $28.49 $510,937 - $609,828
21,405 Added 26.03%
103,624 $2.5 Million
Q1 2022

Aug 05, 2022
BUY
$25.94 - $30.08 $2.13 Million - $2.47 Million
82,219 New
82,219 $2.31 Million

Others Institutions Holding DFAI

# of Institutions
539
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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