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Manager Directed Portfolios shares owned by Forum Financial Management

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $188k 19k 9.81
2023-12-31 $215k 22k 9.96

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)

View all positions for Forum Financial Management

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
Vista Wealth Management Group
First Pacific Financial
Mission Wealth Management
HighTower Advisors
PFG Investments
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Colony
Red Lighthouse Investment Management
Perigon Wealth Management
Northern Trust

View all funds holding Manager Directed Portfolios