Forum Financial Management, LP Purchases in Q2 2025

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.1M
+ 2.91%
$29.12 - $35.84 $32M - $39.4M
38.9M $1.39B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
208K
+ 1.26%
$23.4 - $29.68 $4.88M - $6.19M
16.8M $498M
DFAT
Dimensional ETF Tr U S Target

ETFs
477K
+ 5.37%
$44.8 - $53.97 $21.3M - $25.7M
9.35M $505M
DUHP
Dimensional ETF Tr Dimensional

ETFs
232K
+ 3.34%
$29.36 - $35.56 $6.81M - $8.25M
7.17M $255M
MSFT
Microsoft Corp

Technology
269
+ 0.33%
$354.56 - $497.45 $95.4K - $134K
81.2K $40.4M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
229K
+ 3.0%
$97.29 - $105.63 $22.3M - $24.2M
7.88M $801M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
127K
+ 220.85%
$48.13 - $49.85 $6.12M - $6.34M
185K $9.06M
GOOGL
Alphabet Inc.

Communication Services
16K
+ 11.77%
$144.7 - $178.6 $2.32M - $2.86M
152K $26.8M
GOOG
Alphabet Inc.

Communication Services
16.6K
+ 12.5%
$146.58 - $180.01 $2.43M - $2.98M
149K $26.5M
VGLT
Vanguard Long Term Treasury Et

ETFs
81K
+ 61.85%
$53.66 - $58.71 $4.35M - $4.76M
212K $11.9M
AMZN
Amazon Com Inc

Consumer Cyclical
2.31K
+ 2.06%
$167.32 - $223.3 $387K - $516K
115K $25.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
85.8K
+ 105.31%
$24.21 - $29.47 $2.08M - $2.53M
167K $4.92M
COF
Capital One Financial Corp

Financial Services
11.3K
+ 199.38%
$150.57 - $212.76 $1.7M - $2.4M
16.9K $3.6M
AVUS
American Centy ETF Tr Avantis

ETFs
19.1K
+ 76.7%
$81.38 - $100.82 $1.56M - $1.93M
44.1K $4.45M
ORCL
Oracle Corp

Technology
2.29K
+ 17.42%
$122.82 - $218.63 $282K - $502K
15.5K $3.38M
NFLX
Netflix Inc

Communication Services
2
+ 0.06%
$855.86 - $1339.13 $1.71K - $2.68K
3.33K $4.46M
PCT
Pure Cycle Technologies, Inc.

Industrials
50K
+ 66.67%
$5.57 - $14.12 $279K - $706K
125K $1.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
382
+ 2.34%
$496.48 - $617.85 $190K - $236K
16.7K $10.3M
DIS
Walt Disney CO

Communication Services
1.61K
+ 4.92%
$81.72 - $124.01 $132K - $200K
34.4K $4.26M
HOOD
Robinhood Markets, Inc.

Technology
134
+ 0.75%
$34.17 - $93.63 $4.58K - $12.5K
18K $1.69M
BAC
Bank Of America Corp

Financial Services
6.12K
+ 5.85%
$34.39 - $47.46 $210K - $290K
111K $5.23M
IBM
International Business Machines Corp

Technology
1.58K
+ 19.18%
$221.03 - $294.78 $349K - $465K
9.81K $2.89M
VTI
Vanguard Total Stock Market Et

ETFs
759
+ 3.69%
$243.75 - $303.93 $185K - $231K
21.3K $6.48M
V
Visa Inc.

Financial Services
2.1K
+ 22.32%
$308.27 - $373.31 $646K - $782K
11.5K $4.08M
COST
Costco Wholesale Corp

Consumer Defensive
551
+ 10.71%
$908.13 - $1056.85 $500K - $582K
5.7K $5.64M
AXP
American Express CO

Financial Services
1.3K
+ 19.49%
$231.39 - $318.98 $300K - $413K
7.94K $2.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
184
+ 1.58%
$456.74 - $568.03 $84K - $105K
11.8K $6.72M
XLK
Technology Sector Spdr

ETFs
1.29K
+ 17.62%
$179.73 - $253.23 $232K - $327K
8.62K $2.18M
SAP
Sap Se

Technology
5
+ 0.03%
$237.53 - $309.8 $1.19K - $1.55K
17.7K $5.38M
VUG
Vanguard Growth ETF

ETFs
314
+ 4.34%
$329.49 - $438.4 $103K - $138K
7.55K $3.31M
CSCO
Cisco Systems, Inc.

Technology
4.01K
+ 9.53%
$53.19 - $69.38 $213K - $278K
46K $3.19M
MAR
Marriott International Inc

Consumer Cyclical
238
+ 1.67%
$211.12 - $274.14 $50.2K - $65.2K
14.5K $3.95M
C
Citigroup Inc

Financial Services
1.29K
+ 4.25%
$58.13 - $85.12 $74.7K - $109K
31.5K $2.68M
ETN
Eaton Corp PLC

Industrials
538
+ 13.28%
$246.52 - $356.99 $133K - $192K
4.59K $1.64M
MEAR
Blackrock Short Maturity Munic

ETFs
10.5K
New
$49.74 - $50.27 $522K - $528K
10.5K $527K
CAT
Caterpillar Inc

Industrials
224
+ 3.12%
$273.94 - $388.21 $61.4K - $87K
7.4K $2.87M
QQQ
Invesco Qqq Trust, Series 1

ETFs
165
+ 3.43%
$416.06 - $551.64 $68.6K - $91K
4.97K $2.74M
VEA
Vanguard Ftse Developed Market

ETFs
1.09K
+ 1.65%
$45.65 - $57.01 $49.6K - $61.9K
67K $3.82M
CEG
Constellation Energy Corp

Utilities
851
+ 57.27%
$170.96 - $322.76 $145K - $275K
2.34K $754K
NOW
Service Now, Inc.

Technology
223
+ 24.94%
$721.65 - $1040.18 $161K - $232K
1.12K $1.15M
COIN
Coinbase Global, Inc.

Technology
266
+ 14.05%
$151.47 - $375.07 $40.3K - $99.8K
2.16K $756K
NVR
Nvr Inc

Consumer Cyclical
58
New
$6700.0 - $7410.93 $389K - $430K
58 $428K
WTM
White Mountains Insurance Group LTD

Financial Services
353
+ 21.23%
$1699.35 - $1901.99 $600K - $671K
2.02K $3.62M
NKE
Nike, Inc.

Consumer Cyclical
5.37K
+ 115.49%
$53.27 - $72.04 $286K - $387K
10K $711K
PM
Philip Morris International Inc.

Consumer Defensive
437
+ 3.07%
$149.23 - $184.95 $65.2K - $80.8K
14.7K $2.67M
AVEM
American Centy ETF Tr Avantis

ETFs
4.96K
+ 57.19%
$53.08 - $68.54 $263K - $340K
13.6K $933K
DHR
Danaher Corp

Healthcare
2.34K
+ 29.77%
$174.64 - $205.16 $409K - $480K
10.2K $2.01M
ALL
Allstate Corp

Financial Services
2.5K
+ 14.1%
$180.53 - $212.64 $452K - $532K
20.3K $4.08M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
8.04K
New
$25.35 - $64.65 $204K - $520K
8.04K $400K
Activity Summary
Buys All Purchases 617 New Holdings 122 Increased Positions 495 Sells All Sells 258 Reductions 258 Sold out 0 Options Calls 0 Puts 0
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