Forum Financial Management
$7.8B 13F equity value
369 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Forum Financial Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 42,594,541 | $1.9B | 24.3% |
| TLH | ISHARES TR | 9,680,967 | $971M | 12.5% |
| DFAT | DIMENSIONAL ETF TRUST | 10,383,581 | $726M | 9.3% |
| DFEM | DIMENSIONAL ETF TRUST | 15,767,639 | $641M | 8.2% |
| DFIC | DIMENSIONAL ETF TRUST | 16,467,379 | $614M | 7.9% |
| DFGR | DIMENSIONAL ETF TRUST | 17,999,719 | $521M | 6.7% |
| DFGP | DIMENSIONAL ETF TRUST | 6,807,681 | $371M | 4.8% |
| DUHP | DIMENSIONAL ETF TRUST | 8,669,488 | $362M | 4.6% |
| DISV | DIMENSIONAL ETF TRUST | 5,642,966 | $226M | 2.9% |
| DIHP | DIMENSIONAL ETF TRUST | 6,360,733 | $217M | 2.8% |
Track Forum Financial Management's 13F portfolio: $7.8B in reported holdings, 369 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}