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
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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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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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