Forum Private Client Group LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Forum Private Client Group LLC holds 77,277 shares of DFAR stock, worth $1.94 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

77,277

Previous 96,394 19.83%

Holding current value

$1.94 Million

Previous $2.13 Billion 6.99%

% of portfolio

0.88%

Previous 1.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

218

Shares Held

35.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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Forum Private Client Group LLC Dimensional ETF Tr Dimensional Transaction History