Forum Financial Management, LP DFGR Holdings History
Forum Financial Management, LP's Dimensional Global Real Estate ETF Holding Summary
As of 2025-03-31, Forum Financial Management, LP held 14.23 Mil shares of Dimensional Global Real Estate ETF(DFGR), totaling $373.66 Mil. This investment constitutes 6.18% of their stock portfolio, and Forum Financial Management, LP now holds 15.7% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2022Q4. And since then Forum Financial Management, LP has made 8 purchases of DFGR, at an average price of $24.41, for a total of 14.57 Mil shares. In addition, there have been 2 sales at an average price of $25.04 for 344,377.00 shares. Based on historical transaction data and DFGR's current price of $26.89, Forum Financial Management, LP's estimated gain on his DFGR holdings is $35.45 Mil, reflecting a 9.96% gain to date.
Forum Financial Management, LP DFGR ($26.89) Holding Chart
Forum Financial Management, LP DFGR ($26.89) 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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