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 453,865 shares of DFAI stock, worth $15.4 Million. This represents 6.15% of its overall portfolio holdings.

Number of Shares
453,865
Previous 423,173 7.25%
Holding current value
$15.4 Million
Previous $12.4 Billion 14.71%
% of portfolio
6.15%
Previous 5.5%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$28.88 - $32.4 $886,384 - $994,420
30,692 Added 7.25%
453,865 $14.2 Billion
Q4 2024

Feb 13, 2025
BUY
$29.0 - $31.6 $933,075 - $1.02 Million
32,175 Added 8.23%
423,173 $12.4 Billion
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
645
Shares Held
235M
Call Options Held
500
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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