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Dutch Bros shares owned by Forum Financial Management

Quarter-by-quarter ownership of Dutch Bros (BROS) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Dutch Bros

Tip: Access up to 7 years of quarterly data

All positions including Dutch Bros held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dutch Bros by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 3.0k 71.81
2025-12-31 $380k 6.2k 61.22
2025-09-30 $324k 6.2k 52.34
2025-06-30 $374k 5.5k 68.37
2025-03-31 $337k 5.5k 61.74

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Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Real Est (DFGR)
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Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
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Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

Top funds holding Dutch Bros

BlackRock
FMR
T. Rowe Price Associates
Vanguard Capital Management
Vanguard Portfolio Management
UBS Group
State Street Corporation
Millennium Management
Citadel Advisors
Baillie Gifford & Co
Point72 Asset Management
Marshall Wace
Geode Capital Management
Morgan Stanley
Westfield Capital Management Company

View all funds holding Dutch Bros