Forum Financial Management, LP
Position in DISV — Dimensional International Small Cap Value ETF
CIK 1911832
LOMBARD, IL
All Filings in DISV
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DISV | $221,075,397 | 5,605,360 | Shares | Other | 2026-04-23 | |
| 2025-12-31 DISV | $221,222,852 | 5,821,654 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 DISV | $210,883,322 | 5,908,751 | Shares | Other | 2025-10-24 | |
| 2025-06-30 DISV | $194,138,655 | 5,899,078 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 DISV | $179,072,594 | 6,149,471 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 DISV | $169,776,851 | 6,389,795 | Shares | Other | 2025-02-20 | |
| 2024-09-30 DISV | $180,478,640 | 6,210,552 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 DISV | $162,021,559 | 6,021,987 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 DISV | $177,260,364 | 6,519,322 | Shares | Other | 2024-05-09 | |
| 2023-12-31 DISV | $170,729,445 | 6,621,270 | Shares | Other | 2024-02-07 | |
| 2023-09-30 DISV | $151,412,253 | 6,367,210 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 DISV | $131,549,695 | 5,562,355 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 DISV | $71,560,019 | 3,006,092 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 DISV | $45,590,066 | 2,052,682 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 DISV | $11,384,889 | 613,410 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 DISV | $1,691,956 | 80,378 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||