§ 13F · FUND PROFILE
Forum Financial Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $7.3B (13F)Positions · 1113Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 39.81M | $1.5B | 21.9% | +3% |
| 2 | TLH | ISHARES TR | 8.47M | $853M | 12.1% | +5% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 9.86M | $616M | 8.7% | +1% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 15.17M | $539M | 7.6% | −2% |
| 5 | DFEM | DIMENSIONAL ETF TRUST | 15.45M | $534M | 7.6% | −7% |
| 6 | DFGR | DIMENSIONAL ETF TRUST | 16.48M | $438M | 6.2% | +5% |
| 7 | DFGP | DIMENSIONAL ETF TRUST | 6.28M | $339M | 4.8% | +4% |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 7.85M | $289M | 4.1% | +6% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 5.35M | $211M | 3.0% | −4% |
| 10 | DIHP | DIMENSIONAL ETF TRUST | 5.96M | $192M | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FORUM SIGNAL
AC read
Forum Financial Management, LP is a Other fund managing $7.3 billion in assets. The fund runs a massive portfolio of 1,113 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed