13F Insight
DOSSIER · 13F-HR · Q3 2026

Forum Financial Management, LP

$7.7B in tracked AUM across 408 positions as of Q3 2026.

FF
CIK 0001911832 · last filed Sep 30, 2026
Total AUM
$7.7B
as of Q3 2026
Holdings
408
−10 QoQ
positions
Whale Score
73
73
strong
Activity
299
+21 new, −31 sold
changes this Q
AI Analysis · Q3 2026

Forum Financial Management, LP filed its latest 13F-HR for Q3 2026. 299 position changes this quarter — 21 new, 31 exited, 128 added, 119 trimmed.

Quarter at a glance — Q3 2026

299 material changes this filing.

NEW
DUHPDFA INVT DIMENSIONS GROUP IN
+8.8M sh
+$370M
4.8%
EXIT
DUHPDIMENSIONAL ETF TRUST
-8.7M sh
$-362M
—
TRIM
VTEBVANGUARD MUN BD FDS
-790K sh
$-42M
0.3%
TRIM
HYDVANECK ETF TRUST
-744K sh
$-40M
0.3%
ADD
DFATDIMENSIONAL ETF TRUST
+16K sh
$-35M
9.0%
ADD
TLHISHARES TR
+572K sh
$-26M
12.3%
ADD
DFGRDIMENSIONAL ETF TRUST
+514K sh
$-21M
6.5%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$1.9B42.8M24.7%02
TLH
ISHARES TR
$945M10.3M12.3%03
DFAT
DIMENSIONAL ETF TRUST
$691M10.4M9.0%04
DFEM
DIMENSIONAL ETF TRUST
$632M15.9M8.2%05
DFIC
DIMENSIONAL ETF TRUST
$628M16.7M8.2%06
DFGR
DIMENSIONAL ETF TRUST
$501M18.5M6.5%07
DFGP
DIMENSIONAL ETF TRUST
$370M7.1M4.8%08
DUHP
DFA INVT DIMENSIONS GROUP IN
$370M8.8M4.8%09
DISV
DIMENSIONAL ETF TRUST
$245M5.7M3.2%10
DIHP
DIMENSIONAL ETF TRUST
$217M6.4M2.8%

Filing history

2026Q3Sep 30
$7.7B▼ 1.1%
408 positionsView →2026Q2Jun 30
$7.8B▲ 10.2%
420 positionsView →2026Q1Mar 31
$7.1B▼ 8.1%
398 positionsView →2025Q4Dec 31
$7.7B▲ 5.2%
1,127 positionsView →2025Q3Sep 30
$7.3B▲ 11.2%
1,113 positionsLocked2025Q2Jun 30
$6.6B▲ 8.8%
1,053 positionsLocked2025Q1Mar 31
$6.0B▲ 0.1%
968 positionsLocked2024Q4Dec 31
$6.0B▲ 0.4%
990 positionsLocked2024Q3Sep 30
$6.0B▲ 8.7%
840 positionsLocked2024Q2Jun 30
$5.5B▼ 5.6%
785 positionsLocked2024Q1Mar 31
$5.9B▲ 10.3%
809 positionsLocked2023Q4Dec 31
$5.3B▲ 17.3%
776 positionsLocked
Showing 12 of 20