Forum Financial Management, LP
Position in DFIP — Dimensional Inflation-Protected Securities Portfolio ETF
CIK 1911832
LOMBARD, IL
All Filings in DFIP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 DFIP | $10,145,039 | 240,233 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 DFIP | $3,476,835 | 83,158 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 DFIP | $3,613,038 | 85,798 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 DFIP | $3,342,733 | 82,555 | Shares | Other | 2025-02-20 | |
| 2024-09-30 DFIP | $3,476,768 | 82,232 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 DFIP | $3,362,394 | 82,341 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 DFIP | $3,587,760 | 86,976 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DFIP | $4,103,933 | 99,417 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 DFIP | $3,195,121 | 80,340 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 DFIP | $3,651,679 | 88,397 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 DFIP | $3,564,359 | 83,225 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 DFIP | $3,024,025 | 73,470 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 DFIP | $2,604,242 | 64,065 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 DFIP | $2,226,212 | 50,613 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 DFIP | $1,190,226 | 24,921 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 DFIP | $393,074 | 7,915 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||