Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Forum Financial Management, LP (CIK 1911832) reported $7.07B across 331 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($1.64B, 23.27%), TLH ($900.0M, 12.73%), DFAT ($646.3M, 9.14%), DFIC ($576.4M, 8.15%), DFEM ($566.8M, 8.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $1.64B | 23.27% | 42.3M | Added |
| 2 | TLH | ISHARES TR | $900.0M | 12.73% | 8.9M | Added |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $646.3M | 9.14% | 10.3M | Added |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $576.4M | 8.15% | 16.2M | Trimmed |
| 5 | DFEM | DIMENSIONAL ETF TRUST | $566.8M | 8.02% | 16.4M | Trimmed |
| 6 | DFGR | DIMENSIONAL ETF TRUST | $465.7M | 6.59% | 17.5M | Added |
| 7 | DFGP | DIMENSIONAL ETF TRUST | $353.1M | 5.00% | 6.5M | Added |
| 8 | DUHP | DIMENSIONAL ETF TRUST | $311.0M | 4.40% | 8.5M | Added |
| 9 | DISV | DIMENSIONAL ETF TRUST | $221.1M | 3.13% | 5.6M | Trimmed |
| 10 | DIHP | DIMENSIONAL ETF TRUST | $201.6M | 2.85% | 6.3M | Trimmed |
| 11 | AMGN | AMGEN INC | $122.4M | 1.73% | 347,970 | Trimmed |
| 12 | DFUS | DIMENSIONAL ETF TRUST | $83.1M | 1.18% | 1.2M | Trimmed |
| 13 | VTEB | VANGUARD MUN BD FDS | $65.8M | 0.93% | 1.3M | Added |
| 14 | AAPL | APPLE INC | $65.2M | 0.92% | 257,073 | Trimmed |
| 15 | HYD | VANECK ETF TRUST | $63.9M | 0.90% | 1.3M | Added |
| 16 | DFUV | DIMENSIONAL ETF TRUST | $56.9M | 0.80% | 1.2M | Trimmed |
| 17 | VGLT | VANGUARD SCOTTSDALE FDS | $49.6M | 0.70% | 896,211 | Added |
| 18 | DFAX | DIMENSIONAL ETF TRUST | $35.9M | 0.51% | 1.1M | Trimmed |
| 19 | GOOG | ALPHABET INC | $31.5M | 0.45% | 109,926 | Trimmed |
| 20 | GOOGL | ALPHABET INC | $27.4M | 0.39% | 95,436 | Trimmed |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | $20.4M | 0.29% | 139,136 | Trimmed |
| 22 | DFIV | DIMENSIONAL ETF TRUST | $19.9M | 0.28% | 376,732 | Trimmed |
| 23 | VTI | VANGUARD INDEX FDS | $18.5M | 0.26% | 57,617 | Trimmed |
| 24 | DFSU | DIMENSIONAL ETF TRUST | $18.5M | 0.26% | 449,583 | Added |
| 25 | MSFT | MICROSOFT CORP | $17.7M | 0.25% | 47,850 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31