Forum Financial Management, LP DFIC Holdings History
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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