Instuitional Investor - Forum Financial Management, Lp
Fund Profile
Filing Period:
| Fund Name: | Forum Financial Management, Lp |
| Portfolio Value | $5,306,964,027 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 40,368,686 | $1,179,976,683 | 22.23% | |
| 2. | Ishares Tr | 6,961,445 | $753,646,040 | 14.2% | |
| 3. | Dimensional Etf Trust | 9,168,412 | $479,782,989 | 9.04% | |
| 4. | Dimensional Etf Trust | 16,144,932 | $412,180,110 | 7.76% | |
| 5. | Dimensional Etf Trust | 15,560,532 | $388,390,871 | 7.31% |
