Ownership history in Forum Private Client Group LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Forum Private Client Group LLC reported a position in DIMENSIONAL ETF TRUST (DFGR). 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 | 192,263 | +23,015 | +13.6% | 1.73% | $5.1M | $26.42 |
| 2025 Q3 | ADDED | 169,248 | +13,161 | +8.4% | 1.65% | $4.6M | $26.67 |
| 2025 Q2 | ADDED | 156,087 | +12,812 | +8.9% | 1.61% | $4.2M | $26.00 |
| 2025 Q1 | ADDED | 143,275 | +31,218 | +27.9% | 1.63% | $3.8M | $25.28 |
| 2024 Q4 | ADDED | 112,057 | +26,542 | +31.0% | 1.27% | $2.9M | $24.54 |
| 2024 Q3 | ADDED | 85,515 | +24,529 | +40.2% | 1.10% | $2.5M | $27.20 |
| 2024 Q2 | ADDED | 60,986 | +17,104 | +39.0% | 0.72% | $1.5M | $23.39 |
| 2024 Q1 | ADDED | 43,882 | +3,465 | +8.6% | 0.54% | $1.1M | $23.72 |
| 2023 Q4 | ADDED | 40,417 | +13,459 | +49.9% | 0.55% | $1.1M | $24.09 |
| 2023 Q2 | ADDED | 26,958 | +5,971 | +28.5% | 0.38% | $658K | $22.14 |
As of 2025 Q4 — sorted by position size