FF

Forum Financial Management, LP

13F
Forum Financial Management, LP
Last update 2025-05-02 867 Stocks (69 new)
Value $6.04 Bil Turnover 2 %
Countries:
Top Holdings: DFAC(20.64%)TLH(13.14%)DFAT(7.57%)DFIC(7.46%)DFEM(7.26%)
Summary Stock Picks Current Portfolio
Forum Financial Management, LP... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
37,796,124
1,246,894.1
+0.59%
20.640
+0.12%
3.960
+17.26%
+5.75%
35,284.6
 
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
7,653,072
794,006.2
+1.79%
13.140
+0.23%
7.700
+0.87%
+1.75%
11,238.8
 
DFAT
Dimensional U.S. Targeted Value ETF
8,877,036
457,078.6
-0.76%
7.570
-0.06%
4.510
+20.39%
+1.49%
11,087.5
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
16,228,081
450,653.8
-0.75%
7.460
-0.05%
5.390
+16.62%
+22.31%
9,656.6
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
16,581,359
438,742.8
+1.55%
7.260
+0.11%
9.110
+18.84%
+15.06%
5,637.1
 
DFGR
Dimensional Global Real Estate ETF
14,229,110
373,656.4
+1.56%
6.180
+0.10%
15.700
+9.19%
+5.76%
2,516.0
 
DFGP
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
5,616,220
300,074.6
+3.30%
4.970
+0.16%
20.840
+3.33%
+2.67%
1,602.8
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
6,937,524
229,909.5
+0.92%
3.810
+0.03%
2.950
+15.50%
+7.24%
8,760.7
 
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
6,149,471
179,072.6
-3.76%
2.960
-0.11%
6.590
+19.85%
+27.62%
3,247.1
 
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
6,010,295
161,917.3
-3.41%
2.680
-0.09%
4.500
+13.13%
+18.14%
4,142.5
 

Forum Financial Management, LP's Historical Top Holdings Breakdowns

Forum Financial Management, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.23%
●
97.25 ($101.36) 104.79
$99.28
-2.05%
Add 1.79%
7,653,072
134,743
GOOG
Alphabet Inc
2025-03-31
Add
Add
+0.16%
●
156.06 ($183.12) 207.71
$181.31
-0.99%
Add 94.18%
132,581
64,303
DFGP
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
2025-03-31
Add
Add
+0.16%
●
52.15 ($53.16) 53.93
$54.15
1.86%
Add 3.3%
5,616,220
179,321
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.15%
●
154.33 ($181.36) 206.38
$180.19
-0.65%
Add 71.74%
135,952
56,792
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.12%
●
32.42 ($34.71) 36.1
$36.38
4.81%
Add 0.59%
37,796,124
220,622
HYD
VanEck High Yield Muni ETF
2025-03-31
Reduce
Reduce
-0.12%
●
50.79 ($51.8) 52.53
$49.66
-4.13%
Reduce -25.31%
409,876
-138,876
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.11%
●
25.35 ($26.59) 27.46
$29.81
12.11%
Add 1.55%
16,581,359
253,481
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
2025-03-31
Reduce
Reduce
-0.11%
●
26.08 ($28.17) 30.23
$33.27
18.10%
Reduce -3.76%
6,149,471
-240,324
MUB
iShares National Muni Bond ETF
2025-03-31
Reduce
Reduce
-0.11%
●
104.71 ($106.35) 107.68
$103.95
-2.26%
Reduce -36.67%
105,904
-61,313
DFGR
Dimensional Global Real Estate ETF
2025-03-31
Add
Add
+0.10%
●
24.73 ($26.06) 26.89
$26.78
2.76%
Add 1.56%
14,229,110
219,059

Forum Financial Management, LP Total Holding History ($B)

To

Forum Financial Management, LP's Asset Allocation

To

Forum Financial Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Forum Financial Management, LP's Hypothetical Growth since 2025-03-31

Forum Financial Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Forum Financial Management, LP's Holdings Heat Map

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Forum Financial Management, LP's Holdings Bubble Chart

Forum Financial Management, LP News

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