Forum Private Client Group LLC Dimensional ETF Tr Dimensional Transaction History

Forum Private Client Group LLC

  • $259 Billion
  • Q2 2025

A detailed history of Forum Private Client Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forum Private Client Group LLC holds 49,475 shares of DFAR stock, worth $1.18 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
49,475
Previous 53,842 8.11%
Holding current value
$1.18 Million
Previous $1.28 Billion 9.31%
% of portfolio
0.45%
Previous 0.56%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$20.99 - $23.93 $91,663 - $104,502
-4,367 Reduced 8.11%
49,475 $1.16 Billion
Q1 2025

May 01, 2025
SELL
$22.35 - $24.52 $182,420 - $200,132
-8,162 Reduced 13.16%
53,842 $1.28 Billion
Q4 2024

Feb 13, 2025
SELL
$22.72 - $25.76 $347,002 - $393,432
-15,273 Reduced 19.76%
62,004 $1.44 Billion
Q3 2024

Nov 12, 2024
SELL
$21.91 - $26.03 $418,853 - $497,615
-19,117 Reduced 19.83%
77,277 $1.98 Billion
Q2 2024

Aug 13, 2024
BUY
$20.41 - $22.23 $143,012 - $155,765
7,007 Added 7.84%
96,394 $2.13 Billion
Q1 2024

May 15, 2024
BUY
$21.28 - $22.96 $603,011 - $650,617
28,337 Added 46.42%
89,387 $2 Billion
Q4 2023

Jan 19, 2024
BUY
$18.45 - $23.08 $1.13 Million - $1.41 Million
61,050 New
61,050 $1.39 Billion
Q2 2023

Aug 02, 2023
BUY
$20.22 - $21.63 $256,753 - $274,657
12,698 Added 53.68%
36,351 $782,000
Q1 2023

May 15, 2023
BUY
$19.83 - $23.92 $126,872 - $153,040
6,398 Added 37.08%
23,653 $508,000
Q4 2022

Feb 10, 2023
BUY
$19.45 - $22.52 $126,658 - $146,650
6,512 Added 60.62%
17,255 $364,000
Q3 2022

Nov 10, 2022
BUY
$20.34 - $25.89 $218,512 - $278,136
10,743 New
10,743 $221,000

Others Institutions Holding DFAR

# of Institutions
278
Shares Held
44M
Call Options Held
9.6K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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