Instuitional Investor - Forum Financial Management, Lp
Fund Profile
Filing Period:
| Fund Name: | Forum Financial Management, Lp |
| Portfolio Value | $7,307,417,999 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 40,038,710 | $1,544,293,039 | 21.13% | |
| 2. | Ishares Tr - 10-20 YR TRS ETF | 8,011,239 | $825,077,501 | 11.29% | |
| 3. | Dimensional Etf Trust | 9,753,142 | $567,730,394 | 7.77% | |
| 4. | Dimensional Etf Trust | 17,237,631 | $552,810,842 | 7.57% | |
| 5. | Dimensional Etf Trust | 16,549,684 | $542,664,124 | 7.43% |