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

Foundation Wealth Management (Pennsylvania)’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2M Sell
274,292
-1,658
-0.6% -$70.9K 3.67% 9
2026
Q1 		$10.7M Sell
275,950
-11,245
-4% -$453K 3.78% 9
2025
Q4 		$11.4M Sell
287,195
-38,781
-12% -$1.51M 4.13% 7
2025
Q3 		$12.6M Sell
325,976
-22,049
-6% -$823K 4.87% 5
2025
Q2 		$12.5M Sell
348,025
-39,209
-10% -$1.31M 5.4% 4
2025
Q1 		$12.8M Sell
387,234
-49,136
-11% -$1.71M 6.08% 3
2024
Q4 		$15.1M Buy
+436,370
New +$15.4M 7.32% 1

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s DFAC Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.6% in Q2 2026, selling an estimated $70.9K and leaving 274,292 shares worth $12.2M. The position accounts for 3.67% of the portfolio, ranked #9.

Foundation Wealth Management (Pennsylvania) first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.1M in Q4 2024. 703 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 274,292 shares of Dimensional US Core Equity 2 ETF worth $12.2M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 1,658 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $70.9K.
  • Dimensional US Core Equity 2 ETF made up 3.67% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #9 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s Dimensional US Core Equity 2 ETF position peaked at $15.1M in Q4 2024.
  • 703 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.