Holdings
Forum Financial Management, LP
As of Sep 30, 2026, Forum Financial Management, LP reported 329 positions worth US$5.07B. Largest: iShares 10-20 Year Treasury Bond ETF, Dimensional Emerging Markets Core Equity 2 ETF and Dimensional International Core Equity 2 ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares 10-20 Year Treasury Bond ETF | 10.3M | US$945M | new | Sep 30, 2026 |
| Dimensional Emerging Markets Core Equity 2 ETF | 15.9M | US$632M | new | Sep 30, 2026 |
| Dimensional International Core Equity 2 ETF | 16.7M | US$628M | new | Sep 30, 2026 |
| Dimensional Global Real Estate ETF | 18.5M | US$501M | new | Sep 30, 2026 |
| Dimensional Global Core Plus Fixed Income ETF | 7.12M | US$370M | new | Sep 30, 2026 |
| U.S. High Relative Profitability Portfolio: ETF Class Shares | 8.83M | US$370M | new | Sep 30, 2026 |
| Dimensional International Small Cap Value ETF | 5.65M | US$245M | new | Sep 30, 2026 |
| Dimensional International High Profitability ETF | 6.44M | US$217M | new | Sep 30, 2026 |
| Amgen Inc. | 348K | US$147M | −152 | Sep 30, 2026 |
| Dimensional U.S. Equity Market ETF | 1.13M | US$93.7M | new | Sep 30, 2026 |