Foundation Wealth Management (Pennsylvania)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.41M Buy
56,948
+17
+0% +$719 1.04% 30
2025
Q1
$2.35M Sell
56,931
-383
-0.7% -$15.8K 1.12% 30
2024
Q4
$2.35M Buy
+57,314
New +$2.35M 1.14% 30