Forum Financial Management, LP Incresed Positions in Q3 2025

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.14M
+ 2.94%
$36.04 - $38.78 $41.2M - $44.3M
40M $1.54B
DFAT
Dimensional ETF Tr U S Target

ETFs
400K
+ 4.27%
$53.36 - $59.69 $21.3M - $23.9M
9.75M $568M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.14M
+ 615.43%
$48.5 - $50.19 $55.2M - $57.1M
1.32M $66.2M
HYD
Vaneck High Yield Muni ETF

ETFs
1.1M
+ 609.91%
$48.85 - $50.94 $53.6M - $55.9M
1.28M $65M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
448K
+ 2.67%
$29.55 - $32.52 $13.2M - $14.6M
17.2M $553M
DFIC
Dimensional ETF Tr Dimensional

ETFs
572K
+ 3.58%
$30.76 - $33.01 $17.6M - $18.9M
16.5M $543M
VGLT
Vanguard Long Term Treasury Et

ETFs
621K
+ 293.21%
$54.21 - $57.41 $33.7M - $35.7M
833K $47.4M
DUHP
Dimensional ETF Tr Dimensional

ETFs
376K
+ 5.24%
$35.76 - $37.93 $13.4M - $14.2M
7.54M $285M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
129K
+ 1.64%
$98.52 - $103.93 $12.7M - $13.4M
8.01M $825M
AAPL
Apple Inc.

Technology
16K
+ 5.11%
$202.38 - $256.87 $3.23M - $4.1M
328K $83.5M
DIHP
Dimensional ETF Tr Dimensional

ETFs
222K
+ 3.7%
$28.69 - $30.59 $6.36M - $6.79M
6.22M $189M
DFIP
Dimensional ETF Tr Inflation P

ETFs
157K
+ 188.89%
$41.6 - $42.66 $6.53M - $6.7M
240K $10.1M
MSFT
Microsoft Corp

Technology
9.46K
+ 11.64%
$491.09 - $535.64 $4.64M - $5.06M
90.7K $47M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
144K
+ 344.35%
$41.8 - $43.15 $6.04M - $6.23M
186K $7.97M
ABBV
Abb Vie Inc.

Healthcare
2.44K
+ 4.09%
$184.85 - $231.54 $451K - $565K
62.1K $14.4M
JPM
Jpmorgan Chase & CO

Financial Services
2.15K
+ 2.62%
$282.78 - $316.06 $607K - $679K
84.2K $26.5M
AVGO
Broadcom Inc.

Technology
1.8K
+ 5.54%
$264.74 - $369.57 $476K - $664K
34.3K $11.3M
INTC
Intel Corp

Technology
41.3K
+ 72.45%
$19.31 - $35.5 $798K - $1.47M
98.4K $3.3M
MU
Micron Technology Inc

Technology
2.97K
+ 11.19%
$104.88 - $168.89 $312K - $502K
29.5K $4.94M
JNJ
Johnson & Johnson

Healthcare
2.11K
+ 6.32%
$155.17 - $185.42 $328K - $392K
35.5K $6.59M
APP
App Lovin Corp

Technology
1
+ 0.03%
$335.1 - $718.54 $335 - $719
3.77K $2.71M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.8K
+ 5.34%
$63.41 - $69.69 $494K - $543K
154K $10.5M
ORCL
Oracle Corp

Technology
902
+ 5.83%
$218.96 - $328.33 $198K - $296K
16.4K $4.6M
XOM
Exxon Mobil Corp

Energy
6.63K
+ 7.63%
$105.83 - $117.22 $701K - $777K
93.4K $10.5M
BAC
Bank Of America Corp

Financial Services
11.6K
+ 10.48%
$44.92 - $52.42 $521K - $608K
122K $6.31M
PFE
Pfizer Inc

Healthcare
37.8K
+ 47.23%
$23.29 - $25.88 $881K - $979K
118K $3M
PG
Procter & Gamble CO

Consumer Defensive
7.67K
+ 30.46%
$150.47 - $161.22 $1.15M - $1.24M
32.8K $5.05M
BHP
Bhp Group LTD

Basic Materials
9.03K
+ 13.49%
$48.67 - $56.22 $439K - $508K
76K $4.24M
CVX
Chevron Corp

Energy
3.85K
+ 11.65%
$145.57 - $161.83 $560K - $622K
36.9K $5.72M
SHV
Ishares Tr

ETFs
8.89K
+ 40.9%
$110.06 - $110.49 $978K - $982K
30.6K $3.38M
ASML
Asml Holding Nv

Technology
572
+ 25.23%
$689.63 - $968.09 $394K - $554K
2.84K $2.75M
HOOD
Robinhood Markets, Inc.

Technology
122
+ 0.68%
$91.27 - $143.18 $11.1K - $17.5K
18.1K $2.59M
MS
Morgan Stanley

Financial Services
2.05K
+ 6.62%
$139.09 - $161.16 $286K - $331K
33.1K $5.26M
HD
Home Depot, Inc.

Consumer Cyclical
677
+ 4.39%
$357.4 - $423.42 $242K - $287K
16.1K $6.52M
GS
Goldman Sachs Group Inc

Financial Services
545
+ 12.89%
$696.56 - $806.32 $380K - $439K
4.77K $3.8M
QCOM
Qualcomm Inc

Technology
4.56K
+ 64.12%
$145.84 - $173.55 $665K - $791K
11.7K $1.94M
AMZN
Amazon Com Inc

Consumer Cyclical
3.33K
+ 2.91%
$211.65 - $238.24 $705K - $794K
118K $25.9M
CAT
Caterpillar Inc

Industrials
151
+ 2.04%
$390.92 - $477.15 $59K - $72K
7.55K $3.6M
MCD
Mcdonalds Corp

Consumer Cyclical
2K
+ 19.91%
$291.67 - $316.99 $582K - $632K
12K $3.65M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
303
+ 2.56%
$567.77 - $614.76 $172K - $186K
12.1K $7.43M
C
Citigroup Inc

Financial Services
1.78K
+ 5.64%
$85.57 - $103.49 $152K - $184K
33.3K $3.38M
AMAT
Applied Materials Inc

Technology
2.5K
+ 32.82%
$156.25 - $204.95 $390K - $511K
10.1K $2.07M
WFC
Wells Fargo & Company

Financial Services
5.6K
+ 10.39%
$77.05 - $85.16 $431K - $477K
59.5K $4.99M
AMD
Advanced Micro Devices Inc

Technology
1.88K
+ 11.02%
$134.8 - $184.42 $253K - $346K
18.9K $3.06M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4
+ 0.03%
$420.11 - $472.68 $1.68K - $1.89K
14.1K $6.6M
SHOP
Shopify Inc.

Technology
2.73K
+ 49.42%
$112.11 - $157.12 $306K - $429K
8.25K $1.23M
MFG
Mizuho Financial Group Inc

Financial Services
25.9K
+ 7.34%
$5.42 - $6.85 $141K - $178K
379K $2.54M
ERIC
Ericsson Lm Telephone CO

Technology
74.7K
+ 29.62%
$7.2 - $8.55 $538K - $639K
327K $2.7M
VTI
Vanguard Total Stock Market Et

ETFs
119
+ 0.56%
$303.93 - $329.86 $36.2K - $39.3K
21.4K $7.03M
Activity Summary
Buys All Purchases 732 New Holdings 111 Increased Positions 621 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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