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Foundation Wealth Management (Pennsylvania)’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Foundation Wealth Management (Pennsylvania)’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$575K Sell
14,537
-389
-3% -$14.9K 0.17% 58
2026
Q1 		$533K Hold
14,926
– – 0.19% 55
2025
Q4 		$511K Hold
14,926
– – 0.19% 60
2025
Q3 		$491K Sell
14,926
-1,355
-8% -$43.3K 0.19% 61
2025
Q2 		$505K Hold
16,281
– – 0.22% 61
2025
Q1 		$498K Buy
16,281
+6,181
+61% +$191K 0.24% 53
2024
Q4 		$303K Buy
+10,100
New +$316K 0.15% 70

Other funds holding DFLV

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

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

Foundation Wealth Management (Pennsylvania) reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 2.6% in Q2 2026, selling an estimated $14.9K and leaving 14,537 shares worth $575K. The position accounts for 0.17% of the portfolio, ranked #58.

Foundation Wealth Management (Pennsylvania) first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 14,537 shares of Dimensional US Large Cap Value ETF worth $575K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 389 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $14.9K.
  • Dimensional US Large Cap Value ETF made up 0.17% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #58 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 221 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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