Number of Shares
6.01 Mil
Current Holdings Value*
$161.92 Mil
% of Portfolio
2.68%
Total Estimate Gain
$37.52 Mil
% of Total Estimate Gain
24.13%

Forum Financial Management, LP's Dimensional International High Profitability ETF Holding Summary

As of 2025-03-31, Forum Financial Management, LP held 6.01 Mil shares of Dimensional International High Profitability ETF(DIHP), totaling $161.92 Mil. This investment constitutes 2.68% of their stock portfolio, and Forum Financial Management, LP now holds 4.5% of the outstanding Dimensional International High Profitability ETF(DIHP) stock.

The initial trade took place in 2022Q2. And since then Forum Financial Management, LP has made 9 purchases of DIHP, at an average price of $23.47, for a total of 6.63 Mil shares. In addition, there have been 3 sales at an average price of $26.51 for 616,040.00 shares. Based on historical transaction data and DIHP's current price of $29.40, Forum Financial Management, LP's estimated gain on his DIHP holdings is $37.52 Mil, reflecting a 24.13% gain to date.

Forum Financial Management, LP DIHP ($29.40) Holding Chart

Forum Financial Management, LP DIHP ($29.40) 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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