Forum Financial Management
$7.1B Assets Reported
1,028 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 42,328,643 | $1.6B | 23.3% |
| TLH | ISHARES TR | 8,935,374 | $900M | 12.7% |
| DFAT | DIMENSIONAL ETF TRUST | 10,349,578 | $646M | 9.1% |
| DFIC | DIMENSIONAL ETF TRUST | 16,222,174 | $576M | 8.2% |
| DFEM | DIMENSIONAL ETF TRUST | 16,404,290 | $567M | 8.0% |
| DFGR | DIMENSIONAL ETF TRUST | 17,521,862 | $466M | 6.6% |
| DFGP | DIMENSIONAL ETF TRUST | 6,540,363 | $353M | 5.0% |
| DUHP | DIMENSIONAL ETF TRUST | 8,459,674 | $311M | 4.4% |
| DISV | DIMENSIONAL ETF TRUST | 5,605,360 | $221M | 3.1% |
| DIHP | DIMENSIONAL ETF TRUST | 6,257,568 | $202M | 2.9% |
Track Forum Financial Management's 13F portfolio: $7.1B in reported holdings, 1,028 positions. Top holdings, AUM, and quarterly changes on SentiSense.