§ 13F · FUND PROFILE
Forum Financial Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6574.1T (13F)Positions · 1053Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$26.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 37.31M | $1477.1T | 19.2% | — |
| 2 | TLH | ISHARES TR | 7.74M | $786.7T | 10.2% | — |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 9.28M | $552.4T | 7.2% | — |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 16.02M | $529.8T | 6.9% | — |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 14.92M | $514.0T | 6.7% | ±0% |
| 6 | DFGR | DIMENSIONAL ETF TRUST | 15.08M | $398.5T | 5.2% | — |
| 7 | DFGP | DIMENSIONAL ETF TRUST | 5.72M | $309.0T | 4.0% | +3% |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 7.06M | $268.4T | 3.5% | — |
| 9 | DISV | DIMENSIONAL ETF TRUST | 5.30M | $201.5T | 2.6% | — |
| 10 | DIHP | DIMENSIONAL ETF TRUST | 5.70M | $180.5T | 2.3% | — |
§ 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 $6574149.5 trillion in assets. The fund runs a massive portfolio of 1,053 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed