Forum Private Client Group LLC DIMENSIONAL ETF TRUST Transaction History

Forum Private Client Group LLC

156,087

Previous 143,275 8.94%

$4.19 Billion

Previous $3.76 Billion 11.31%

1.61%

Previous 1.63%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	N/A	12,812 Added 8.94%	156,087 $4.19 Billion
Q1 2025 May 01, 2025	BUY	N/A	31,218 Added 27.86%	143,275 $3.76 Billion
Q4 2024 Feb 13, 2025	BUY	N/A	26,542 Added 31.04%	112,057 $2.86 Billion
Q3 2024 Nov 12, 2024	BUY	N/A	24,529 Added 40.22%	85,515 $2.47 Billion
Q2 2024 Aug 13, 2024	BUY	N/A	17,104 Added 38.98%	60,986 $1.52 Billion
Q1 2024 May 15, 2024	BUY	N/A	3,465 Added 8.57%	43,882 $1.12 Billion
Q4 2023 Jan 19, 2024	BUY	N/A	40,417 New	40,417 $1.05 Billion
Q2 2023 Aug 02, 2023	BUY	N/A	5,971 Added 28.45%	26,958 $0
Q1 2023 May 15, 2023	BUY	N/A	20,987 New	20,987 $0

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