Number of Shares
16.58 Mil
Current Holdings Value*
$438.74 Mil
% of Portfolio
7.26%
Total Estimate Gain
$105.99 Mil
% of Total Estimate Gain
25.89%

Forum Financial Management, LP's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary

As of 2025-03-31, Forum Financial Management, LP held 16.58 Mil shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $438.74 Mil. This investment constitutes 7.26% of their stock portfolio, and Forum Financial Management, LP now holds 9.11% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.

The initial trade took place in 2022Q2. And since then Forum Financial Management, LP has made 11 purchases of DFEM, at an average price of $23.62, for a total of 17.33 Mil shares. In addition, there have been 1 sales at an average price of $26.22 for 749,866.00 shares. Based on historical transaction data and DFEM's current price of $29.90, Forum Financial Management, LP's estimated gain on his DFEM holdings is $105.99 Mil, reflecting a 25.89% gain to date.

Forum Financial Management, LP DFEM ($29.90) Holding Chart

Forum Financial Management, LP DFEM ($29.90) 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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