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Dimensional Etf Trust shares owned by Forum Financial Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEM) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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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
2023-12-31 $388M 16M 24.96
2023-09-30 $316M 14M 23.31
2023-06-30 $292M 12M 24.05
2023-03-31 $146M 6.2M 23.59
2022-12-31 $96M 4.3M 22.46
2022-09-30 $28M 1.4M 20.44
2022-06-30 $4.3M 182k 23.53

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr National Mun Etf (MUB)
Old Second Ban (OSBC)

View all positions for Forum Financial Management

Top funds holding Dimensional Etf Trust

Forum Financial Management
CI Private Wealth
HighTower Advisors
Parcion Private Wealth
Truepoint
Evensky & Katz
Asset Dedication
Carlson Capital Management
Buckingham Asset Management
BKD Wealth Advisors
Hill Investment Group Partners
Total Wealth Planning
Miramar Fiduciary Corp
Buckingham Strategic Partners
Your Advocates

View all funds holding Dimensional Etf Trust