Forum Financial Management, LP DFAC Holdings History
Forum Financial Management, LP's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Forum Financial Management, LP held 37.80 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $1.25 Bil. This investment constitutes 20.64% of their stock portfolio, and Forum Financial Management, LP now holds 3.96% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then Forum Financial Management, LP has made 10 purchases of DFAC, at an average price of $27.36, for a total of 40.84 Mil shares. In addition, there have been 3 sales at an average price of $31.14 for 3.04 Mil shares. Based on historical transaction data and DFAC's current price of $36.38, Forum Financial Management, LP's estimated gain on his DFAC holdings is $352.56 Mil, reflecting a 31.56% gain to date.
Forum Financial Management, LP DFAC ($36.38) Holding Chart
Forum Financial Management, LP DFAC ($36.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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