Forum Financial Management, LP: 13F holdings
CIK 19118322026Q2
| Positions | 352 |
|---|
| Reported value | $7.8bn |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 352 (+21 vs prior quarter) |
|---|
| Reported value | $7.8bn (+10.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 42,594,541 | $1.9bn | 24.3% |
| TLH ISHARES TR | 9,680,967 | $971.5m | 12.5% |
| DIMENSIONAL ETF TRUST | 10,383,581 | $725.8m | 9.3% |
| DFEM DIMENSIONAL ETF TRUST | 15,767,639 | $640.8m | 8.2% |
| DFIC DIMENSIONAL ETF TRUST | 16,467,379 | $613.6m | 7.9% |
| DFGR DIMENSIONAL ETF TRUST | 17,999,719 | $521.5m | 6.7% |
| DFGP DIMENSIONAL ETF TRUST | 6,807,681 | $370.7m | 4.8% |
| DIMENSIONAL ETF TRUST | 8,669,488 | $361.8m | 4.6% |
| DISV DIMENSIONAL ETF TRUST | 5,642,966 | $226.5m | 2.9% |
| DIHP DIMENSIONAL ETF TRUST | 6,360,733 | $217.1m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911832")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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