Forum Private Client Group LLC DFAS Holdings History
Forum Private Client Group LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Forum Private Client Group LLC held 258,333.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $15.44 Mil. This investment constitutes 6.7% of their stock portfolio, and Forum Private Client Group LLC now holds 0.16% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2022Q2. And since then Forum Private Client Group LLC has made 11 purchases of DFAS, at an average price of $54.23, for a total of 416,961.00 shares. In addition, there have been 1 sales at an average price of $55.09 for 158,628.00 shares. Based on historical transaction data and DFAS's current price of $65.87, Forum Private Client Group LLC's estimated gain on his DFAS holdings is $3.14 Mil, reflecting a 13.89% gain to date.
Forum Private Client Group LLC DFAS ($65.87) Holding Chart
Forum Private Client Group LLC DFAS ($65.87) 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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