Dimensional Etf Trust shares owned by Forum Financial Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $568M | 9.8M | 58.21 |
| 2025-06-30 | $505M | 9.4M | 53.96 |
| 2025-03-31 | $457M | 8.9M | 51.49 |
| 2024-12-31 | $498M | 8.9M | 55.66 |
| 2024-09-30 | $489M | 8.8M | 55.63 |
| 2024-06-30 | $448M | 8.6M | 51.87 |
| 2024-03-31 | $495M | 9.1M | 54.43 |
| 2023-12-31 | $480M | 9.2M | 52.33 |
| 2023-09-30 | $409M | 8.9M | 45.69 |
| 2023-06-30 | $387M | 8.3M | 46.39 |
| 2023-03-31 | $272M | 6.1M | 44.50 |
| 2022-12-31 | $255M | 5.8M | 43.95 |
| 2022-09-30 | $221M | 5.7M | 38.97 |
| 2022-06-30 | $214M | 5.3M | 40.22 |
| 2022-03-31 | $234M | 5.0M | 46.58 |
| 2021-12-31 | $220M | 4.6M | 47.52 |
More positions owned by Forum Financial Management
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