Forum Private Client Group LLC DFAI Holdings History
Forum Private Client Group LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, Forum Private Client Group LLC held 453,865.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $14.17 Mil. This investment constitutes 6.15% of their stock portfolio, and Forum Private Client Group LLC now holds 0.15% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2022Q2. And since then Forum Private Client Group LLC has made 11 purchases of DFAI, at an average price of $26.89, for a total of 685,363.00 shares. In addition, there have been 1 sales at an average price of $27.16 for 231,498.00 shares. Based on historical transaction data and DFAI's current price of $34.70, Forum Private Client Group LLC's estimated gain on his DFAI holdings is $3.60 Mil, reflecting a 19.55% gain to date.
Forum Private Client Group LLC DFAI ($34.70) Holding Chart
Forum Private Client Group LLC DFAI ($34.70) 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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