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CIK: 0001911832
Total reported value
$7.8B
$7.8B
1008 檔
51.8%
At the close of Q3 2025, Forum Financial Management, LP disclosed equity holdings valued at approximately $7.8B, spread across 1008 reported holdings.
In Q3 2025, Forum Financial Management, LP displayed an active expansion posture, initiating 0 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1008 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 21.13% | +1.00% | +2.94% | |
| 2 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 11.29% | -0.25% | +1.64% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 7.77% | +0.18% | +4.27% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 7.57% | +0.21% | +2.67% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 7.43% | -0.27% | +3.58% | |
| 6 | DFGR | Dim Global Real Estate ETF | ETF-Other | 5.77% | +0.11% | +6.43% | |
| 7 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 4.59% | -0.24% | +2.36% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.90% | +0.25% | +5.24% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 2.89% | -0.22% | +0.16% | |
| 10 | DIHP | Dimensional International Hi | ETF-Other | 2.59% | -0.06% | +3.70% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 1.35% | -0.11% | -0.00% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.20% | +0.03% | -0.62% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.14% | +0.03% | +5.11% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.91% | -0.08% | +615.43% | |
| 15 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.89% | -0.06% | +609.91% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.73% | +0.02% | -0.46% | |
| 17 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.65% | -0.20% | +293.21% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.03% | +11.64% | |
| 19 | DFIS | Dimensional International Sm | ETF-Other | 0.50% | — | -0.17% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.03% | -0.45% | |
| 21 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.48% | -0.01% | -3.87% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.05% | -6.78% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.04% | -1.19% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.01% | -0.71% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.37% | -0.27% | -70.90% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.02% | +2.62% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.01% | +2.91% | |
| 28 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.25% | +0.02% | +3.64% | |
| 29 | DFIV | Dimensional International Va | ETF-Other | 0.24% | -0.02% | -1.31% | |
| 30 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.22% | +0.01% | +0.26% | |
| 31 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.20% | +0.01% | -1.40% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | +0.01% | +4.09% | |
| 33 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.18% | +0.01% | +3.10% | |
| 34 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.16% | — | -0.75% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.01% | +5.54% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | +0.01% | -1.02% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.02% | +7.63% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.14% | — | +5.34% | |
| 39 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.14% | -0.02% | +188.89% | |
| 40 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.13% | — | -0.19% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | — | -4.28% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.12% | -0.02% | +5.60% | |
| 43 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.11% | — | +344.35% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.10% | -0.01% | -0.89% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.03% | +2.56% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | -0.15% | +0.56% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.09% | — | +2.18% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.09% | +0.01% | +0.03% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | — | +6.32% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | — | +4.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTEB | Vanguard Tax-exempt Bond ETF | +0.9% | +615.43% | Add |
| 2 | HYD | Vaneck High Yield Muni ETF | +0.5% | +609.91% | Add |
| 3 | VGLT | Vanguard Long-term Treasury | +0.5% | +293.21% | Add |
| 4 | DFAC | Dimensional US Core Equity 2 | +0.5% | +2.94% | Add |
| 5 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | +2.67% | Add |
| 6 | DFAT | Dimensional US Target Value | +0.2% | +4.27% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -0.45% | Add |
| 8 | MSFT | Microsoft CORP | +0.1% | +11.64% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | -6.78% | Add |
| 10 | DUHP | Dimensional US High Profi Et | +0.1% | +5.24% | Add |
| 11 | DFIP | Dimensional Inflation-protec | +0.1% | +188.89% | Add |
| 12 | DFCF | Dimensional Core Fixed Inc | +0.1% | +344.35% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | -1.19% | Trim |
| 14 | AVGO | Broadcom Inc | +0.1% | +5.54% | Add |
| 15 | JPM | Jpmorgan Chase & Co | 0% | +2.62% | Add |
| 16 | TSLA | Tesla Inc | 0% | -4.28% | Trim |
| 17 | COF | Capital One Financial CORP | 0% | +5.07% | Add |
| 18 | ORCL | Oracle CORP | 0% | +5.83% | Add |
| 19 | MU | Micron Technology Inc | 0% | +11.19% | Trim |
| 20 | INTC | Intel CORP | 0% | +72.45% | Add |
| 21 | HOOD | Robinhood Markets Inc - A | 0% | +0.68% | Add |
| 22 | DFSU | Dimensional US Sus Core1 ETF | 0% | +3.64% | Add |
| 23 | DFSV | Dimensional US Small Cap Val | 0% | -15.26% | Add |
| 24 | BAC | Bank Of America CORP | 0% | +10.48% | Add |
| 25 | APP | Applovin Corp-class A | 0% | +0.03% | Trim |
| 26 | META | Meta Platforms Inc-class A | 0% | -0.71% | Trim |
| 27 | DFIS | Dimensional International Sm | — | -0.17% | Trim |
| 28 | AMZN | Amazon.com Inc | — | +2.91% | Add |
| 29 | DFSE | Dimensional Em Sus Core1 ETF | — | +0.26% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -1.02% | Add |
| 31 | ABBV | Abbvie Inc | 0% | +4.09% | Add |
| 32 | DFAS | Dimensional US Small Cap ETF | 0% | +5.34% | Add |
| 33 | AAPL | Apple Inc | 0% | +5.11% | Add |
| 34 | DFIV | Dimensional International Va | 0% | -1.31% | Trim |
| 35 | BSVO | EA Bridgeway Omni Sm-Cp Val | 0% | -1.40% | Trim |
| 36 | DFIC | Dimensional International Co | 0% | +3.58% | Add |
| 37 | DFUS | Dimensional US Eq Mkt ETF | 0% | -0.62% | Trim |
| 38 | DFAX | Dimensional World Ex US Core | 0% | -3.87% | Trim |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | -4.21% | Trim |
| 40 | DISV | Dimensional International Sm | -0.1% | +0.16% | Trim |
| 41 | DIHP | Dimensional International Hi | -0.1% | +3.70% | Add |
| 42 | DFUV | Dimensional US Marketwide Va | -0.1% | -0.46% | Trim |
| 43 | MUB | Ishares National Muni Bond E | -0.1% | -15.56% | Trim |
| 44 | CBOE | Cboe Global Markets Inc | -0.2% | +3.65% | Trim |
| 45 | PLTR | Palantir Technologies Inc-a | -0.3% | -70.90% | Trim |
| 46 | DFGP | Dimensional Glbl Core Pl Fix | -0.4% | +2.36% | Add |
| 47 | DFGR | Dim Global Real Estate ETF | -0.4% | +6.43% | Add |
| 48 | AMGN | Amgen Inc | -0.5% | -0.00% | Trim |
| 49 | TLH | Ishares 10-20 Year Treasury | -1.9% | +1.64% | Add |
| 50 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
According to official SEC Form 13F filings, Forum Financial Management, LP reported a total U.S. public equity portfolio value of $7.8B across 1008 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, TLH, DFAT) accounted for 51.8% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $1.8M
During Q3 2025, Forum Financial Management, LP's top holdings by market value included DFAC (21.1%)、TLH (11.3%)、DFAT (7.8%). The largest single position, DFAC, represented 21.1% of total portfolio value.
In Q3 2025, Forum Financial Management, LP made 50 total portfolio adjustments, initiating 0 new buys, adding to 32 positions, trimming 17 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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