Foundation Wealth Management, Llc\Pa Reduced Holdings in Q1 2025

Foundation Wealth Management, Llc\Pa

  • $210 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-49.1K
- 11.26%
$32.42 - $36.13 $1.59M - $1.78M
387K $12.8B
IVV
Ishares Core S&P 500 ETF

ETFs
-794
- 3.7%
$554.06 - $615.85 $440K - $489K
20.7K $11.6B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-188
- 1.4%
$360.07 - $417.26 $67.7K - $78.4K
13.3K $4.79B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-10.4K
- 15.19%
$46.74 - $47.55 $487K - $496K
58.2K $2.77B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-582
- 6.34%
$254.58 - $302.92 $148K - $176K
8.6K $2.2B
IWN
Ishares Russell2000 Val ETF

ETFs
-601
- 2.54%
$149.27 - $169.4 $89.7K - $102K
23.1K $3.49B
BNDX
Vanguard Total International B

ETFs
-6.34K
- 34.27%
$48.33 - $49.5 $307K - $314K
12.2K $594M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-308
- 0.95%
$77.33 - $90.16 $23.8K - $27.8K
32.1K $2.52B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-153
- 0.61%
$102.49 - $119.96 $15.7K - $18.4K
25K $2.61B
T
At&T Inc.

Communication Services
-12.7K
- 63.96%
$21.56 - $28.28 $274K - $360K
7.17K $203M
Dimensional ETF Trust
-6.16K
- 14.33%
N/A
36.8K $967M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.01K
- 2.75%
$85.55 - $94.34 $257K - $284K
106K $9.63B
VGT
Vanguard Information Technolog

ETFs
-47
- 7.42%
$542.38 - $646.34 $25.5K - $30.4K
586 $318M
IWS
Ishares Russell Midcap Value E

ETFs
-300
- 13.93%
$122.59 - $135.24 $36.8K - $40.6K
1.85K $233M
VB
Vanguard Small Cap ETF

ETFs
-32
- 2.51%
$217.89 - $252.64 $6.97K - $8.08K
1.25K $276M
IWD
Ishares Russell 1000 Val ETF

ETFs
-373
- 1.93%
$182.82 - $196.21 $68.2K - $73.2K
18.9K $3.56B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-238
- 5.34%
$71.17 - $73.66 $16.9K - $17.5K
4.22K $310M
TIP
Ishares Tr Tips Bd ETF

ETFs
-736
- 4.21%
$106.22 - $111.09 $78.2K - $81.8K
16.7K $1.86B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-349
- 2.05%
$22.35 - $24.52 $7.8K - $8.56K
16.7K $397M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-383
- 0.67%
$39.96 - $43.3 $15.3K - $16.6K
56.9K $2.35B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-517
- 1.14%
$25.44 - $27.95 $13.2K - $14.5K
44.9K $1.21B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-10.6K
- 6.35%
$25.54 - $28.79 $270K - $305K
156K $4.33B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-998
- 0.95%
$76.94 - $78.28 $76.8K - $78.1K
105K $8.18B
DFAI
Dimensional ETF Tr

ETFs
-57
- 0.32%
$28.88 - $32.4 $1.65K - $1.85K
17.6K $551M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-761
- 1.3%
$42.5 - $46.71 $32.3K - $35.5K
57.6K $2.61B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-777
- 1.56%
$59.28 - $66.1 $46.1K - $51.4K
48.9K $3.11B
DFIV
Dimensional ETF Tr

ETFs
-240
- 0.89%
$35.33 - $40.77 $8.48K - $9.78K
26.9K $1.06B
AJG
Arthur J. Gallagher & Co.

Financial Services
-156
- 6.14%
$275.89 - $345.24 $43K - $53.9K
2.38K $823M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.2K
- 1.86%
$56.51 - $62.98 $68K - $75.8K
63.4K $3.85B
EFV
Msci Eafe Value ETF

ETFs
-135
- 0.53%
$51.88 - $60.73 $7K - $8.2K
25.3K $1.49B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.82K
- 3.33%
$74.85 - $84.89 $211K - $239K
81.8K $6.69B
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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