Number of Shares
16.23 Mil
Current Holdings Value*
$450.65 Mil
% of Portfolio
7.46%
Total Estimate Gain
$133.41 Mil
% of Total Estimate Gain
33.20%

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

As of 2025-03-31, Forum Financial Management, LP held 16.23 Mil shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $450.65 Mil. This investment constitutes 7.46% of their stock portfolio, and Forum Financial Management, LP now holds 5.39% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.

The initial trade took place in 2022Q2. And since then Forum Financial Management, LP has made 9 purchases of DFIC, at an average price of $23.30, for a total of 17.24 Mil shares. In addition, there have been 3 sales at an average price of $26.56 for 1.01 Mil shares. Based on historical transaction data and DFIC's current price of $31.32, Forum Financial Management, LP's estimated gain on his DFIC holdings is $133.41 Mil, reflecting a 33.20% gain to date.

Forum Financial Management, LP DFIC ($31.32) Holding Chart

Forum Financial Management, LP DFIC ($31.32) 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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