account_balance

Investment manager · 13F filer · SEC CIK 1911832

Forum Financial Management, LP

Reported value$7.7Bas of Sep 30, 2026
Positions342 16 new, 26 sold out
Top 10 weight84.5%DFAC alone is 25%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 24.7% Held
TLH iShares Tr 12.3% Added +6%
DFAT Dimensional ETF Trust 9.0% Held
DFEM Dimensional ETF Trust 8.2% Held
DFIC Dimensional ETF Trust 8.2% Held
DFGR Dimensional ETF Trust 6.5% Added +3%
DFGP Dimensional ETF Trust 4.8% Added +5%
DUHP Dfa Invt Dimensions Group In 4.8% Held
DISV Dimensional ETF Trust 3.2% Held
DIHP Dimensional ETF Trust 2.8% Held
AMGN Amgen Inc 1.9% Held
DFUS Dimensional ETF Trust 1.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • SPCX $932K
  • JAAA $487K
  • XLE $308K
  • SPYM $307K
arrow_upwardAdded
  • VGLT +20%
  • DFSU +7%
  • MSFT +7%
  • TLH +6%
arrow_downwardTrimmed
  • VTEB −60%
  • HYD −59%
  • DFUV −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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