Forum Private Client Group LLC
Position in DFAR — Dimensional US Real Estate ETF
CIK 1910636
FISHERS, IN
All Filings in DFAR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 DFAR | $1,160,683 | 49,475 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 DFAR | $1,279,824 | 53,842 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 DFAR | $1,442,833 | 62,004 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 DFAR | $1,981,382 | 77,277 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DFAR | $2,130,307 | 96,394 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DFAR | $1,999,587 | 89,387 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 DFAR | $1,388,277 | 61,050 | Shares | Sole | 2024-01-19 | |
| 2023-06-30 DFAR | $782,273 | 36,351 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 DFAR | $508,302 | 23,653 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DFAR | $364,943 | 17,255 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 DFAR | $220,876 | 10,743 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||