Forum Financial Management, LP has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $6.44 Billion distributed in 1113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $1.54B, Ishares Barclays 10 20 Yr Trea with a value of $825M, Dimensional ETF Tr U S Target with a value of $568M, Dimensional ETF Tr Emerging Mk with a value of $553M, and Dimensional ETF Tr Dimensional with a value of $543M.
Examining the 13F form we can see an increase of $673M in the current position value, from $5.76B to 6.44B.
Forum Financial Management, LP is based out at Lombard, IL
Below you can find more details about Forum Financial Management, LP portfolio as well as his latest detailed transactions.
