Forum Private Client Group LLC Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Forum Private Client Group LLC holds 239,620 shares of DFAS stock, worth $16.1 Million. This represents 6.9% of its overall portfolio holdings.

Number of Shares
239,620
Previous 228,305 4.96%
Holding current value
$16.1 Million
Previous $13.7 Billion 13.31%
% of portfolio
6.9%
Previous 6.52%

Shares

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

Nov 12, 2024
BUY
$59.25 - $65.33 $670,413 - $739,208
11,315 Added 4.96%
239,620 $15.5 Billion
Q2 2024

Aug 13, 2024
BUY
$57.42 - $62.37 $452,125 - $491,101
7,874 Added 3.57%
228,305 $13.7 Billion
Q1 2024

May 15, 2024
BUY
$56.66 - $62.34 $1.25 Million - $1.38 Million
22,133 Added 11.16%
220,431 $13.7 Billion
Q4 2023

Jan 19, 2024
BUY
$48.83 - $60.51 $9.68 Million - $12 Million
198,298 New
198,298 $11.8 Billion
Q2 2023

Aug 02, 2023
BUY
$49.85 - $54.8 $1.53 Million - $1.69 Million
30,779 Added 24.07%
158,628 $8.69 Million
Q1 2023

May 15, 2023
BUY
$50.35 - $57.8 $961,584 - $1.1 Million
19,098 Added 17.56%
127,849 $6.74 Million
Q4 2022

Feb 10, 2023
BUY
$47.77 - $54.73 $318,195 - $364,556
6,661 Added 6.52%
108,751 $5.56 Million
Q3 2022

Nov 10, 2022
BUY
$46.47 - $55.84 $354,008 - $425,389
7,618 Added 8.06%
102,090 $4.75 Million
Q2 2022

Aug 05, 2022
BUY
$46.65 - $56.4 $978,390 - $1.18 Million
20,973 Added 28.54%
94,472 $4.54 Million
Q1 2022

Aug 05, 2022
BUY
$53.45 - $60.82 $3.93 Million - $4.47 Million
73,499 New
73,499 $4.12 Million

Others Institutions Holding DFAS

# of Institutions
686
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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