Forum Financial Management, LP
CIK 1911832
13F filing for Q2 2026・No. 680
- Holdings
- US$7.79B
- Quarter change
- +US$718.82M
- Entries
- 420
- Net bought (estimate)
- +US$78.78M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 38
- Sold out 17
- Cut 117
- Added 130
- Corporate actions 2
- Unchanged 67
Largest holdings
352 stocks worth US$7.79B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 42,594,541 | US$1.89B | 24.27% |
| ISHARES TR10-20 YR TRS ETF | Added | 9,680,967 | US$971.49M | 12.48% |
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | Added | 10,383,581 | US$725.81M | 9.32% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Cut | 15,767,639 | US$640.8M | 8.23% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 16,467,379 | US$613.57M | 7.88% |
| DIMENSIONAL ETF TRUSTGLOBAL REAL EST | Added | 17,999,719 | US$521.45M | 6.70% |
| DIMENSIONAL ETF TRUSTGLOB CO PLUS ETF | Added | 6,807,681 | US$370.75M | 4.76% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 8,669,488 | US$361.78M | 4.65% |
| DIMENSIONAL ETF TRUSTINTL SMALL CAP V | Added | 5,642,966 | US$226.45M | 2.91% |
| DIMENSIONAL ETF TRUSTINTL HIGH PROFIT | Added | 6,360,733 | US$217.06M | 2.79% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.