Ownership history in Forum Private Client Group LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Forum Private Client Group LLC reported a position in DIMENSIONAL ETF TRUST (DFAS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 288,650 | +6,943 | +2.5% | 6.85% | $20.1M | $69.67 |
| 2025 Q3 | ADDED | 281,707 | +7,690 | +2.8% | 6.87% | $19.3M | $68.27 |
| 2025 Q2 | ADDED | 274,017 | +15,684 | +6.1% | 6.73% | $17.5M | $63.36 |
| 2025 Q1 | ADDED | 258,333 | +10,589 | +4.3% | 6.70% | $15.4M | $59.26 |
| 2024 Q4 | ADDED | 247,744 | +8,124 | +3.4% | 7.18% | $16.1M | $64.41 |
| 2024 Q3 | ADDED | 239,620 | +11,315 | +5.0% | 6.90% | $15.5M | $64.02 |
| 2024 Q2 | ADDED | 228,305 | +7,874 | +3.6% | 6.52% | $13.7M | $59.15 |
| 2024 Q1 | ADDED | 220,431 | +22,133 | +11.2% | 6.65% | $13.7M | $61.21 |
| 2023 Q4 | ADDED | 198,298 | +39,670 | +25.0% | 6.17% | $11.8M | $58.44 |
| 2023 Q2 | ADDED | 158,628 | +30,779 | +24.1% | 4.98% | $8.7M | $53.40 |
As of 2025 Q4 — sorted by position size