Dimensional Etf Trust shares owned by Forum Private Client Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by Forum Private Client Group 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 | $816k | 13k | 62.20 |
2024-03-31 | $902k | 16k | 56.98 |
2023-12-31 | $815k | 16k | 51.83 |
2023-06-30 | $930k | 19k | 48.16 |
2023-03-31 | $885k | 20k | 44.43 |
2022-12-31 | $811k | 20k | 41.61 |
2022-09-30 | $682k | 18k | 38.83 |
2022-06-30 | $658k | 16k | 40.76 |
2022-03-31 | $487k | 9.9k | 49.02 |
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