18. Forum Financial

Rank: 18
Location: Lombard, IL
Website: www.forumfinancial.com

ALL ETF Holdings

$8,531,276,819

Total AUM

$4,082,025,901

Total ETF Assets

21,698

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. DFAC: $1,272,113,625
  2. TLH: $733,920,884
  3. DFAT: $490,403,007
  4. DFEM: $420,000,916
  5. DFGR: $350,962,138
Top 5 ETF Sectors
  1. Large Cap Blend Equities
  2. Government Bonds
  3. Small Cap Blend Equities
  4. Global Real Estate
  5. Large Cap Value Equities
Top 5 ETF Issuers
  1. Dimensional
  2. VanEck
  3. Roundhill
  4. iShares
  5. Bridgeway


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of December 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


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



https://www.forumfinancial.com 2025 Top 50 ETF Power Users