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Dimensional Etf Trust shares owned by Forum Financial Management

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

Historical chart of Forum Financial Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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
2025-09-30 $686k 14k 48.19
2025-06-30 $789k 16k 48.01
2025-03-31 $1.1M 24k 47.52
2024-12-31 $1.8M 38k 46.88

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 Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
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 Market (DFUS)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

Top funds holding Dimensional Etf Trust

Buckingham Strategic Partners
Colony
Savant Capital Management
Apella Capital
Resources Investment Advisors
Beaird Harris Wealth Management
Planning Center
Envestnet Asset Management
DiNuzzo Private Wealth
Root Financial Partners
HighTower Advisors
Phillips Financial Management
Great Waters Wealth Management
Assetmark
Market Street Wealth Management Advisors

View all funds holding Dimensional Etf Trust