Forum Financial Management, LP DFAT Holdings History
Forum Financial Management, LP's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Forum Financial Management, LP held 8.88 Mil shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $457.08 Mil. This investment constitutes 7.57% of their stock portfolio, and Forum Financial Management, LP now holds 4.51% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then Forum Financial Management, LP has made 10 purchases of DFAT, at an average price of $46.06, for a total of 9.48 Mil shares. In addition, there have been 3 sales at an average price of $52.61 for 607,297.00 shares. Based on historical transaction data and DFAT's current price of $56.63, Forum Financial Management, LP's estimated gain on his DFAT holdings is $97.82 Mil, reflecting a 22.39% gain to date.
Forum Financial Management, LP DFAT ($56.63) Holding Chart
Forum Financial Management, LP DFAT ($56.63) 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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