Forum Financial Management, LP
CIK Number: 0001911832
6.04B
Market Value
833
# of Holdings
7 months
Avg. Holding Period
35.02%
Win Rate
34.46%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional U.S... | 31.55 | -5.5% | 37.58M | -0.01% | 1.3B | 27.91 | 21.53% |
| 2 | TLH | iShares 10-20 Y... | 104.83 | +0.87% | 7.52M | +5.34% | 748.37M | 107.43 | 12.40% |
| 3 | DFAT | Dimensional U.S... | 48.43 | -7.68% | 8.94M | +1.84% | 497.88M | 46.8 | 8.25% |
| 4 | DFEM | Dimensional Eme... | 26.18 | -1.87% | 16.33M | +4.89% | 427.63M | 23.77 | 7.09% |
| 5 | DFIC | Dimensional Int... | 27.36 | -1.85% | 16.35M | +3.66% | 422.6M | 23.37 | 7.00% |
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