Foundation Wealth Management (Pennsylvania)’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.33M	Buy	59,342 +18	+0%	+$706	1.01%	32
2025 Q1	$2.12M	Hold	59,324	–	–	1.01%	33
2024 Q4	$2.25M	Buy	+59,324	New	+$2.25M	1.09%	32