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Dimensional Etf Trust shares owned by Forum Financial Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) 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
2025-09-30 $4.5M 142k 31.84
2025-06-30 $4.9M 167k 29.43
2025-03-31 $2.3M 82k 28.15
2024-12-31 $1.5M 49k 30.78

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

Savant Capital Management
Mather Group
JMG Financial Group
CI Private Wealth
Colony
HPM Partners
Comprehensive Portfolio Management
Pathstone Holdings
Modera Wealth Management
Index Fund Advisors
Coldstream Capital Management
Cetera Investment Advisers
Envestnet Asset Management
Creative Planning
Arista Wealth Management

View all funds holding Dimensional Etf Trust