Forum Financial Management, LP DFEM Holdings History
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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