Dimensional Etf Trust shares owned by Forum Financial Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) 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
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 397k | 41.09 |
| 2025-06-30 | $15M | 396k | 38.06 |
| 2025-03-31 | $13M | 396k | 33.68 |
| 2024-12-31 | $13M | 389k | 33.13 |
| 2024-09-30 | $13M | 373k | 35.42 |
| 2024-06-30 | $12M | 357k | 33.46 |
| 2024-03-31 | $11M | 331k | 32.20 |
| 2023-12-31 | $9.7M | 306k | 31.63 |
| 2023-09-30 | $5.4M | 185k | 29.39 |
| 2023-06-30 | $3.4M | 111k | 30.44 |
| 2023-03-31 | $382k | 13k | 29.89 |
| 2022-12-31 | $210k | 7.5k | 28.18 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management