StockDriftsStockDriftsTop 50 Forum Financial Management, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 24.27% | 42.59M | $1.89B | +0.63%(+265.90K) | $28.37(+62.31%) | 2026-06-30 | |
| TLH | ISHARES TR | 12.48% | 9.68M | $971.5M | +8.34%(+745.59K) | $106.93(-9.66%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 9.32% | 10.38M | $725.8M | +0.33%(+34.00K) | $47.32(+52.89%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 8.23% | 15.77M | $640.8M | -3.88%(-636.65K) | $23.98(+68.52%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 7.88% | 16.47M | $613.6M | +1.51%(+245.21K) | $23.50(+67.35%) | 2026-06-30 | |
| DFGR | DIMENSIONAL ETF TRUST | 6.7% | 18.00M | $521.5M | +2.73%(+477.86K) | $24.84(+18.40%) | 2026-06-30 | |
| DFGP | DIMENSIONAL ETF TRUST | 4.76% | 6.81M | $370.7M | +4.09%(+267.32K) | $53.51(-0.13%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.65% | 8.67M | $361.8M | +2.48%(+209.81K) | $27.35(+55.64%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 2.91% | 5.64M | $226.5M | +0.67%(+37.61K) | $23.03(+91.82%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 2.79% | 6.36M | $217.1M | +1.65%(+103.17K) | $23.66(+50.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.52% | +42.45% | — | — | +27.75% |
| Top 20 Holdings Unweighted | +16.37% | +57.59% | — | — | +37.23% |
Forum Financial Management, LP reports $7.79B in US-listed equity holdings across 352 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (24.3%), TLH (12.5%) and DFAT (9.3%). The top 20 holdings account for 92.2% of reported assets. Its disclosed equity book has returned +42.45% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Forum Financial Management, LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911832). View Forum Financial Management, LP’s 13F filings on SEC