Institutional Fund
Forum Financial Management, LP
Lombard, ILCIK 19118325 filings on record
Portfolio Value
$7.07B
Q1 2026
Holdings
331
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-8.0%
from $7.69B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust23.3%
- Ishares Tr12.7%
- Dimensional ETF Trust9.1%
- Dimensional ETF Trust8.2%
- Dimensional ETF Trust8.0%
- Dimensional ETF Trust6.6%
- Other32.1%
Portfolio Holdings
331 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 42.33M | $1.64B | 23.3% | +1.26M | Added |
| 2 | Ishares Tr | 8.94M | $899.97M | 12.7% | +435.1K | Added |
| 3 | Dimensional ETF Trust | 10.35M | $646.33M | 9.1% | +142.1K | Added |
| 4 | Dimensional ETF Trust | 16.22M | $576.37M | 8.2% | −314.0K | Reduced |
| 5 | Dimensional ETF Trust | 16.40M | $566.77M | 8.0% | −1.18M | Reduced |
| 6 | Dimensional ETF Trust | 17.52M | $465.73M | 6.6% | +883.0K | Added |
| 7 | Dimensional ETF Trust | 6.54M | $353.11M | 5.0% | +279.4K | Added |
| 8 | Dimensional ETF Trust | 8.46M | $310.98M | 4.4% | +442.0K | Added |
| 9 | Dimensional ETF Trust | 5.61M | $221.08M | 3.1% | −216.3K | Reduced |
| 10 | Dimensional ETF Trust | 6.26M | $201.62M | 2.9% | −12.3K | Reduced |
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