FWMP
DFSV

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

Foundation Wealth Management (Pennsylvania)’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.5M Buy
502,590
+39,152
+8% +$1.46M 5.88% 4
2026
Q1 		$16.2M Buy
463,438
+63,401
+16% +$2.24M 5.73% 4
2025
Q4 		$13.2M Buy
400,037
+66,375
+20% +$2.13M 4.77% 5
2025
Q3 		$10.6M Buy
333,662
+74,192
+29% +$2.32M 4.11% 7
2025
Q2 		$7.64M Buy
259,470
+50,685
+24% +$1.4M 3.3% 10
2025
Q1 		$5.88M Buy
208,785
+39,334
+23% +$1.19M 2.8% 13
2024
Q4 		$5.22M Buy
+169,451
New +$5.37M 2.53% 14

Other funds holding DFSV

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

Foundation Wealth Management (Pennsylvania) increased its Dimensional US Small Cap Value ETF (DFSV) stake by 8.4% in Q2 2026, buying an estimated $1.46M and bringing the position to 502,590 shares worth $19.5M. The position accounts for 5.88% of the portfolio, ranked #4.

Foundation Wealth Management (Pennsylvania) first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 332 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 502,590 shares of Dimensional US Small Cap Value ETF worth $19.5M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) bought 39,152 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $1.46M.
  • Dimensional US Small Cap Value ETF made up 5.88% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #4 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 332 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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