Instuitional Investor - Forum Financial Management, Lp
Fund Profile
Filing Period:
| Fund Name: | Forum Financial Management, Lp |
| Portfolio Value | $7,686,909,297 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 41,068,700 | $1,625,909,843 | 21.15% | |
| 2. | Ishares Tr - 10-20 YR TRS ETF | 8,500,234 | $864,218,824 | 11.24% | |
| 3. | Dimensional Etf Trust | 10,207,476 | $607,753,121 | 7.91% | |
| 4. | Dimensional Etf Trust | 17,585,374 | $581,724,182 | 7.57% | |
| 5. | Dimensional Etf Trust | 16,536,165 | $569,836,249 | 7.41% |
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