Dimensional Etf Trust shares owned by Forum Financial Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Dimensional Etf Trust
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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 | $285M | 7.5M | 37.77 |
| 2025-06-30 | $255M | 7.2M | 35.56 |
| 2025-03-31 | $230M | 6.9M | 33.14 |
| 2024-12-31 | $232M | 6.9M | 33.79 |
| 2024-09-30 | $233M | 6.8M | 34.07 |
| 2024-06-30 | $214M | 6.7M | 31.99 |
| 2024-03-31 | $224M | 7.1M | 31.61 |
| 2023-12-31 | $206M | 7.2M | 28.61 |
| 2023-09-30 | $177M | 6.9M | 25.69 |
| 2023-06-30 | $160M | 6.0M | 26.54 |
| 2023-03-31 | $81M | 3.2M | 25.14 |
| 2022-12-31 | $61M | 2.5M | 24.01 |
| 2022-09-30 | $13M | 603k | 21.34 |
| 2022-06-30 | $2.2M | 100k | 22.50 |
More positions owned by Forum Financial Management
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