Forum Private Client Group LLC's ownership history for DFAS


Forum Private Client Group LLC currently holds 281.7K shares with a market value of $19.3M. It started holding DFAS on 2024-09-30. At its peak, it held 281.7K shares on 2025-09-30. Its highest holding value was $19.3M on 2025-09-30. At its lowest, it held 239.6K shares on 2024-09-30, with a value of $15.4M on 2025-03-31. In the recent 180 days, Forum Private Client Group LLC has increased its shares by 23.4K. In the recent year, Forum Private Client Group LLC has increased its shares by 42.1K.


Forum Private Client Group LLC's ownership history for DFAS