Forum Financial Management, LP 13F 持仓 · 2026年Q2
Forum Financial Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 352 只证券，申报市值合计 77.87 亿美元。前几大持仓：DFAC（24.27%）、TLH（12.48%）、DFAT（9.32%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $1.89B | 24.27% | 42.6M | 增持 |
| 2 | TLH | ISHARES TR | $971.5M | 12.48% | 9.7M | 增持 |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $725.8M | 9.32% | 10.4M | 增持 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $640.8M | 8.23% | 15.8M | 减持 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $613.6M | 7.88% | 16.5M | 增持 |
| 6 | DFGR | DIMENSIONAL ETF TRUST | $521.5M | 6.70% | 18.0M | 增持 |
| 7 | DFGP | DIMENSIONAL ETF TRUST | $370.7M | 4.76% | 6.8M | 增持 |
| 8 | DUHP | DIMENSIONAL ETF TRUST | $361.8M | 4.65% | 8.7M | 增持 |
| 9 | DISV | DIMENSIONAL ETF TRUST | $226.5M | 2.91% | 5.6M | 增持 |
| 10 | DIHP | DIMENSIONAL ETF TRUST | $217.1M | 2.79% | 6.4M | 增持 |
| 11 | AMGN | AMGEN INC | $126.0M | 1.62% | 348,009 | 增持 |
| 12 | DFUS | DIMENSIONAL ETF TRUST | $93.9M | 1.21% | 1.1M | 减持 |
| 13 | AAPL | APPLE INC | $73.9M | 0.95% | 255,361 | 减持 |
| 14 | VTEB | VANGUARD MUN BD FDS | $66.1M | 0.85% | 1.3M | 减持 |
| 15 | HYD | VANECK ETF TRUST | $65.1M | 0.84% | 1.3M | 减持 |
| 16 | DFUV | DIMENSIONAL ETF TRUST | $63.8M | 0.82% | 1.2M | 减持 |
| 17 | DFAX | DIMENSIONAL ETF TRUST | $38.6M | 0.50% | 1.0M | 减持 |
| 18 | VGLT | VANGUARD SCOTTSDALE FDS | $38.5M | 0.50% | 698,517 | 减持 |
| 19 | GOOG | ALPHABET INC | $37.8M | 0.48% | 106,845 | 减持 |
| 20 | GOOGL | ALPHABET INC | $34.4M | 0.44% | 96,162 | 增持 |
| 21 | DFSU | DIMENSIONAL ETF TRUST | $22.0M | 0.28% | 471,383 | 增持 |
| 22 | DFIV | DIMENSIONAL ETF TRUST | $20.1M | 0.26% | 372,555 | 减持 |
| 23 | BSVO | EA SERIES TRUST | $18.5M | 0.24% | 634,359 | 减持 |
| 24 | DFSE | DIMENSIONAL ETF TRUST | $17.9M | 0.23% | 365,681 | 减持 |
| 25 | MSFT | MICROSOFT CORP | $17.4M | 0.22% | 46,743 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR