Forum Private Client Group LLC
Position in DFGR — Dimensional Global Real Estate ETF
CIK 1910636
FISHERS, IN
All Filings in DFGR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 DFGR | $2,467,962 | 85,515 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DFGR | $1,524,040 | 60,986 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DFGR | $1,120,307 | 43,882 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 DFGR | $1,050,033 | 40,417 | Shares | Sole | 2024-01-19 | |
| 2023-06-30 DFGR | $657,505 | 26,958 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 DFGR | $515,230 | 20,987 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||