Forum Private Client Group LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Forum Private Client Group LLC holds 13,112 shares of DFUS stock, worth $843,626. This represents 0.36% of its overall portfolio holdings.

Number of Shares

13,112

Previous 13,234 0.92%

Holding current value

$843,626

Previous $779 Million 4.72%

% of portfolio

0.36%

Previous 0.37%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$56.04 - $62.2 $6,836 - $7,588	-122 Reduced 0.92%	13,112 $816 Million
Q2 2024 Aug 13, 2024	SELL	$53.83 - $59.14 $140,065 - $153,882	-2,602 Reduced 16.43%	13,234 $779 Million
Q1 2024 May 15, 2024	BUY	$50.79 - $56.98 $5,536 - $6,210	109 Added 0.69%	15,836 $902 Million
Q4 2023 Jan 19, 2024	BUY	$44.51 - $52.0 $700,008 - $817,804	15,727 New	15,727 $815 Million
Q2 2023 Aug 02, 2023	SELL	$43.77 - $48.16 $26,787 - $29,473	-612 Reduced 3.07%	19,307 $929,000
Q1 2023 May 15, 2023	BUY	$41.24 - $45.43 $17,320 - $19,080	420 Added 2.15%	19,919 $885,000
Q4 2022 Feb 10, 2023	BUY	$38.86 - $44.32 $75,271 - $85,847	1,937 Added 11.03%	19,499 $811,000
Q3 2022 Nov 10, 2022	BUY	$38.82 - $46.57 $55,046 - $66,036	1,418 Added 8.78%	17,562 $682,000
Q2 2022 Aug 05, 2022	BUY	$39.62 - $49.51 $246,000 - $307,407	6,209 Added 62.5%	16,144 $658,000
Q1 2022 Aug 05, 2022	BUY	$45.16 - $52.01 $448,664 - $516,719	9,935 New	9,935 $487,000

Others Institutions Holding DFUS

# of Institutions

645

Shares Held

133M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Forum Private Client Group LLC Dimensional ETF Tr U S Equity Transaction History