Forum Financial Management, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FF Forum Financial Management, LP | Institutional Filer | ▼ 8.05% | $7.07B | 331 |
Current Portfolio Holdings
Showing all 331 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | — | 42.3M | $1.64B | 23.27% |
| 2 | TLH | ISHARES TR | — | 8.9M | $900.0M | 12.73% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | — | 10.3M | $646.3M | 9.14% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | — | 16.2M | $576.4M | 8.15% |
| 5 | DFEM | DIMENSIONAL ETF TRUST | — | 16.4M | $566.8M | 8.02% |
| 6 | DFGR | DIMENSIONAL ETF TRUST | — | 17.5M | $465.7M | 6.59% |
| 7 | DFGP | DIMENSIONAL ETF TRUST | — | 6.5M | $353.1M | 5.00% |
| 8 | DUHP | DIMENSIONAL ETF TRUST | — | 8.5M | $311.0M | 4.40% |
| 9 | DISV | DIMENSIONAL ETF TRUST | — | 5.6M | $221.1M | 3.13% |
| 10 | DIHP | DIMENSIONAL ETF TRUST | — | 6.3M | $201.6M | 2.85% |
| 11 | AMGN | Amgen Inc. | Healthcare | 348K | $122.4M | 1.73% |
| 12 | DFUS | DIMENSIONAL ETF TRUST | — | 1.2M | $83.1M | 1.18% |
| 13 | VTEB | VANGUARD MUN BD FDS | — | 1.3M | $65.8M | 0.93% |
| 14 | AAPL | Apple Inc. | Technology | 257K | $65.2M | 0.92% |
| 15 | HYD | VANECK ETF TRUST | — | 1.3M | $63.9M | 0.90% |
Showing 1 to 15 of 331 holdings