Forum Financial Management, LP — 13F holdings

Forum Financial Management, LP reported 408 holdings worth $7.70B in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $1.90B (24.7%)
  2. TLH ISHARES TR — $945M (12.3%)
  3. DIMENSIONAL ETF TRUST — $691M (9.0%)
  4. DFEM DIMENSIONAL ETF TRUST — $632M (8.2%)
  5. DFIC DIMENSIONAL ETF TRUST — $628M (8.2%)
  6. DFGR DIMENSIONAL ETF TRUST — $501M (6.5%)
  7. DFGP DIMENSIONAL ETF TRUST — $370M (4.8%)
  8. DUHP DFA INVT DIMENSIONS GROUP IN — $370M (4.8%)
  9. DISV DIMENSIONAL ETF TRUST — $245M (3.2%)
  10. DIHP DIMENSIONAL ETF TRUST — $217M (2.8%)