StockDriftsStockDriftsTop 50 Forum Financial Management, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 23.27% | 42.33M | $1.64B | +3.07%(+1.26M) | $28.29(+52.78%) | 2026-03-31 | |
| TLH | ISHARES TR | 12.73% | 8.94M | $900.0M | +5.12%(+435.14K) | $107.45(-7.81%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 9.14% | 10.35M | $646.3M | +1.39%(+142.10K) | $47.26(+39.31%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.15% | 16.22M | $576.4M | -1.90%(-313.99K) | $23.31(+63.40%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 8.02% | 16.40M | $566.8M | -6.72%(-1.18M) | $23.98(+68.54%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 6.59% | 17.52M | $465.7M | +5.31%(+882.96K) | $5075.65(-99.43%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 5% | 6.54M | $353.1M | +4.46%(+279.41K) | $53.49(+1.62%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.4% | 8.46M | $311.0M | +5.51%(+441.97K) | $27.07(+47.41%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 3.13% | 5.61M | $221.1M | -3.72%(-216.29K) | $22.92(+84.53%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 2.85% | 6.26M | $201.6M | -0.20%(-12.27K) | $23.51(+45.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.91% | +32.79% |
| Top 20 Holdings Unweighted | +13.03% | +44.39% |
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