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Foundation Wealth Management (Pennsylvania)’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Foundation Wealth Management (Pennsylvania)’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,532
Closed -$311K – 91
2024
Q4 		$311K Buy
+7,532
New +$317K 0.15% 68

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BHWM
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W
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FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s DFCF Position: Q1 2025 in Review

Foundation Wealth Management (Pennsylvania) sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2025, closing a stake of 7,532 shares — an estimated $311K sold.

Foundation Wealth Management (Pennsylvania) first reported a position in DFCF in Q4 2024 and held it in 1 quarter. The position peaked at $311K in Q4 2024. 403 funds tracked by Wall St. Rank hold DFCF as of Q1 2025.

  • Foundation Wealth Management (Pennsylvania) reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Foundation Wealth Management (Pennsylvania) sold 7,532 Dimensional Core Fixed Income ETF shares in Q1 2025, an estimated $311K.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and held it in 1 quarter.
  • Foundation Wealth Management (Pennsylvania)'s Dimensional Core Fixed Income ETF position peaked at $311K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2025.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q1 2025, filed 23 Apr 2025.