Instuitional Investor - Forum Financial Management, Lp
Fund Profile
Filing Period:
| Fund Name: | Forum Financial Management, Lp |
| Portfolio Value | $6,574,149,488 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 38,896,661 | $1,394,056,335 | 21.21% | |
| 2. | Ishares Tr - 10-20 YR TRS ETF | 7,882,291 | $800,840,761 | 12.18% | |
| 3. | Dimensional Etf Trust | 9,353,565 | $504,718,374 | 7.68% | |
| 4. | Dimensional Etf Trust | 16,789,759 | $498,320,051 | 7.58% | |
| 5. | Dimensional Etf Trust | 15,977,601 | $496,743,602 | 7.56% |
