Forum Financial Management’s Dow Inc DOW Stock Holding History

Forum Financial Management’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,083	Closed	-$352K	–	965
2025 Q1	$352K	Sell	10,083 -1,394	-12%	-$53.5K	0.01%	509
2024 Q4	$461K	Buy	11,477 +3,462	+43%	+$162K	0.01%	406
2024 Q3	$438K	Buy	8,015 +275	+4%	+$14.5K	0.01%	377
2024 Q2	$411K	Buy	7,740 +15	+0.2%	+$857	0.01%	370
2024 Q1	$448K	Sell	7,725 -393	-5%	-$21.7K	0.01%	361
2023 Q4	$445K	Sell	8,118 -4,323	-35%	-$221K	0.01%	320
2023 Q3	$641K	Buy	12,441 +29	+0.2%	+$1.56K	0.01%	224
2023 Q2	$661K	Buy	12,412 +1,121	+10%	+$59.6K	0.01%	231
2023 Q1	$619K	Buy	11,291 +43	+0.4%	+$2.42K	0.02%	220
2022 Q4	$567K	Sell	11,248 -286	-2%	-$14K	0.02%	228
2022 Q3	$507K	Buy	11,534 +921	+9%	+$46.7K	0.02%	217
2022 Q2	$548K	Buy	10,613 +1,431	+16%	+$91.6K	0.03%	210
2022 Q1	$585K	Sell	9,182 -103	-1%	-$6.21K	0.03%	212
2021 Q4	$527K	Buy	+9,285	New	+$529K	0.03%	229

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return