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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

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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
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