Forum Private Client Group LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Forum Private Client Group LLC holds 12,644 shares of DFUS stock, worth $873,826. This represents 0.33% of its overall portfolio holdings.

Number of Shares
12,644
Previous 13,094 3.44%
Holding current value
$873,826
Previous $835 Million 8.39%
% of portfolio
0.33%
Previous 0.37%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$59.61 - $66.71 $26,824 - $30,019
-450 Reduced 3.44%
12,644 $765 Million
Q4 2024

Feb 13, 2025
SELL
$61.52 - $66.5 $1,107 - $1,197
-18 Reduced 0.14%
13,094 $835 Million
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
780
Shares Held
194M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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