Forum Financial Management, LP
Position in DFGR — Dimensional Global Real Estate ETF
CIK 1911832
LOMBARD, IL
All Filings in DFGR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 DFGR | $405,836,822 | 14,062,260 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 DFGR | $344,681,371 | 13,792,772 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 DFGR | $359,588,517 | 14,084,940 | Shares | Other | 2024-05-09 | |
| 2023-12-31 DFGR | $362,180,631 | 13,940,748 | Shares | Other | 2024-02-07 | |
| 2023-09-30 DFGR | $277,871,203 | 12,399,429 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 DFGR | $257,851,274 | 10,572,008 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 DFGR | $110,262,469 | 4,491,343 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 DFGR | $90,802,093 | 3,722,160 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||