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

Foundation Wealth Management (Pennsylvania)’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Sell
22,543
-576
-2% -$38.5K 0.48% 38
2026
Q1 		$1.44M Buy
23,119
+24
+0.1% +$1.52K 0.51% 36
2025
Q4 		$1.38M Sell
23,095
-2,584
-10% -$151K 0.5% 39
2025
Q3 		$1.49M Sell
25,679
-709
-3% -$40.4K 0.58% 37
2025
Q2 		$1.42M Sell
26,388
-1,407
-5% -$71.7K 0.62% 38
2025
Q1 		$1.43M Buy
27,795
+4,069
+17% +$224K 0.68% 38
2024
Q4 		$1.32M Buy
+23,726
New +$1.36M 0.64% 38

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

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

Foundation Wealth Management (Pennsylvania) reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2.5% in Q2 2026, selling an estimated $38.5K and leaving 22,543 shares worth $1.58M. The position accounts for 0.48% of the portfolio, ranked #38.

Foundation Wealth Management (Pennsylvania) first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 485 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 22,543 shares of Dimensional US Targeted Value ETF worth $1.58M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 576 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $38.5K.
  • Dimensional US Targeted Value ETF made up 0.48% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #38 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 485 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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