Forum Financial Management, LP DISV Holdings History
Forum Financial Management, LP's Dimensional International Small Cap Value ETF Holding Summary
As of 2025-03-31, Forum Financial Management, LP held 6.15 Mil shares of Dimensional International Small Cap Value ETF(DISV), totaling $179.07 Mil. This investment constitutes 2.96% of their stock portfolio, and Forum Financial Management, LP now holds 6.59% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2022Q2. And since then Forum Financial Management, LP has made 9 purchases of DISV, at an average price of $23.20, for a total of 6.99 Mil shares. In addition, there have been 3 sales at an average price of $27.45 for 839,607.00 shares. Based on historical transaction data and DISV's current price of $33.41, Forum Financial Management, LP's estimated gain on his DISV holdings is $66.33 Mil, reflecting a 40.90% gain to date.
Forum Financial Management, LP DISV ($33.41) Holding Chart
Forum Financial Management, LP DISV ($33.41) 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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