Foundation Wealth Management (Pennsylvania)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.5M Sell
348,025
-39,209
-10% -$1.41M 5.4% 4
2025
Q1
$12.8M Sell
387,234
-49,136
-11% -$1.62M 6.08% 3
2024
Q4
$15.1M Buy
+436,370
New +$15.1M 7.32% 1