Forum Private Client Group LLC DIMENSIONAL ETF TRUST Transaction History

Forum Private Client Group LLC

  • $210 Billion
  • Q2 2024
Number of Shares
60,986
Previous 43,882 38.98%
Holding current value
$1.52 Billion
Previous $1.12 Billion 36.04%
% of portfolio
0.72%
Previous 0.54%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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