Forum Private Client Group LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Forum Private Client Group LLC holds 9,724 shares of DFCF stock, worth $404,615. This represents 0.18% of its overall portfolio holdings.

Number of Shares

9,724

Previous 8,055 20.72%

Holding current value

$404,615

Previous $332 Million 23.04%

% of portfolio

0.18%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$40.79 - $42.32 $68,078 - $70,632	1,669 Added 20.72%	9,724 $409 Million
Q4 2024 Feb 13, 2025	BUY	$41.17 - $43.34 $14,903 - $15,689	362 Added 4.71%	8,055 $332 Million
Q3 2024 Nov 12, 2024	BUY	$41.34 - $43.55 $2,108 - $2,221	51 Added 0.67%	7,693 $332 Million
Q2 2024 Aug 13, 2024	BUY	$40.79 - $41.97 $4,119 - $4,238	101 Added 1.34%	7,642 $317 Million
Q1 2024 May 15, 2024	BUY	$41.54 - $42.6 $1,370 - $1,405	33 Added 0.44%	7,541 $316 Million
Q4 2023 Jan 19, 2024	BUY	$39.52 - $42.54 $296,716 - $319,390	7,508 New	7,508 $318 Million
Q4 2022 Feb 10, 2023	BUY	$39.82 - $42.74 $297,694 - $319,524	7,476 New	7,476 $310,000

Others Institutions Holding DFCF

# of Institutions

428

Shares Held

113M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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Forum Private Client Group LLC Dimensional ETF Tr Core Fxd In Transaction History