12. Forum Financial

Rank: 12
Location: Lombard, IL
Total Assets: $7,399,287,808
ETF Assets: $1,997,655,936
Website: www.forumfinancial.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 85
Total Value of All ETF Holdings: $1,997,655,936
Number of Issuers: 11
Number of Sectors: 21
  • Top 5 ETF Holdings
    1. DFAC: $789,307,081
    2. TLH: $586,942,398
    3. DFAT: $255,236,230
    4. DFEM: $96,076,098
    5. DFUS: $59,829,188
  • Top 5 ETF Sectors
    1. Large Cap Blend Equities
    2. Government Bonds
    3. Small Cap Blend Equities
    4. National Munis
    5. Global Real Estate
  • Top 5 ETF Issuers
    1. Dimensional
    2. iShares
    3. Vanguard
    4. American Century
    5. Roundhill

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.forumfinancial.com 2023 Top 100 ETF Power Users