Forum Financial Management, LP DFGP Holdings History
Forum Financial Management, LP's Dimensional Global Core Plus Fixed Income ETF Holding Summary
As of 2025-03-31, Forum Financial Management, LP held 5.62 Mil shares of Dimensional Global Core Plus Fixed Income ETF(DFGP), totaling $300.07 Mil. This investment constitutes 4.97% of their stock portfolio, and Forum Financial Management, LP now holds 20.84% of the outstanding Dimensional Global Core Plus Fixed Income ETF(DFGP) stock.
The initial trade took place in 2024Q1. And since then Forum Financial Management, LP has made 5 purchases of DFGP, at an average price of $53.04, for a total of 5.62 Mil shares. Based on historical transaction data and DFGP's current price of $54.15, Forum Financial Management, LP's estimated gain on his DFGP holdings is $6.23 Mil, reflecting a 2.09% gain to date.
Forum Financial Management, LP DFGP ($54.15) Holding Chart
Forum Financial Management, LP DFGP ($54.15) 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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