Foundation Wealth Management (Pennsylvania)’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.42M	Sell	26,388 -1,407	-5%	-$75.9K	0.62%	38
2025 Q1	$1.43M	Buy	27,795 +4,069	+17%	+$210K	0.68%	38
2024 Q4	$1.32M	Buy	+23,726	New	+$1.32M	0.64%	38