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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.64M	Buy	259,470 +50,685	+24%	+$1.49M	3.3%	10
2025 Q1	$5.88M	Buy	208,785 +39,334	+23%	+$1.11M	2.8%	13
2024 Q4	$5.22M	Buy	+169,451	New	+$5.22M	2.53%	14