Foundation Wealth Management, Llc\Pa Sells in Q2 2025

Foundation Wealth Management, Llc\Pa

  • $231 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-2.33K
- 2.19%
$79.79 - $91.42 $186K - $213K
104K $9.27B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-39.2K
- 10.13%
$29.12 - $35.84 $1.14M - $1.41M
348K $12.5B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.87K
- 12.05%
$67.03 - $80.35 $260K - $311K
28.2K $2.25B
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.12K
- 6.7%
$107.93 - $110.97 $121K - $124K
15.6K $1.72B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-8.94K
- 19.92%
$23.66 - $29.99 $212K - $268K
35.9K $1.08B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-5.38K
- 32.23%
$20.99 - $23.93 $113K - $129K
11.3K $265M
Dimensional ETF Trust
-1.77K
- 28.36%
N/A
4.47K $299M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.75K
- 7.01%
$90.56 - $109.49 $158K - $192K
23.2K $2.54B
Dimensional ETF Trust
-2.54K
- 6.89%
N/A
34.3K $920M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-780
- 0.75%
$77.74 - $78.78 $60.6K - $61.4K
104K $8.16B
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.41K
- 5.06%
$44.8 - $53.97 $63K - $75.9K
26.4K $1.42B
EFV
Msci Eafe Value ETF

ETFs
-1.89K
- 7.46%
$52.4 - $64.65 $98.8K - $122K
23.4K $1.49B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-912
- 2.08%
$45.11 - $52.34 $41.1K - $47.7K
42.9K $2.24B
VTV
Vanguard Value ETF

ETFs
-32
- 0.67%
$153.67 - $176.74 $4.92K - $5.66K
4.76K $841M
CSCO
Cisco Systems, Inc.

Technology
-225
- 5.58%
$53.19 - $69.38 $12K - $15.6K
3.8K $264M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-145
- 0.11%
$49.57 - $50.27 $7.19K - $7.29K
132K $6.63B
AMZN
Amazon Com Inc

Consumer Cyclical
-4
- 0.26%
$167.32 - $223.3 $669 - $893
1.56K $341M
VUG
Vanguard Growth ETF

ETFs
-15
- 1.74%
$329.49 - $438.4 $4.94K - $6.58K
845 $370M
VGT
Vanguard Information Technolog

ETFs
-29
- 4.95%
$470.37 - $663.28 $13.6K - $19.2K
557 $369M
DFAI
Dimensional ETF Tr

ETFs
-99
- 0.56%
$28.02 - $34.71 $2.77K - $3.44K
17.5K $607M
DFAX
Dimensional ETF Tr
-733
- 2.1%
$23.37 - $29.39 $17.1K - $21.5K
34.2K $1.01B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-13.6K
- 8.72%
$24.94 - $31.15 $339K - $424K
142K $4.43B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.08K
- 3.62%
$39.89 - $49.46 $83.1K - $103K
55.5K $2.75B
IWM
Ishares Russell 2000 ETF

ETFs
-31
- 0.29%
$174.82 - $215.79 $5.42K - $6.69K
10.5K $2.27B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-23
- 0.27%
$224.16 - $285.86 $5.16K - $6.57K
8.58K $2.45B
IWV
Ishares Russell 3000 ETF

ETFs
-103
- 1.09%
$281.67 - $351.0 $29K - $36.2K
9.34K $3.28B
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.72K
- 2.72%
$54.19 - $67.22 $93.4K - $116K
61.7K $4.15B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-737
- 3.04%
$104.23 - $134.39 $76.8K - $99K
23.5K $3.16B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-592
- 1.21%
$57.14 - $72.68 $33.8K - $43K
48.3K $3.51B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-635
- 0.78%
$72.96 - $90.39 $46.3K - $57.4K
81.2K $7.26B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-20
- 0.15%
$320.42 - $424.58 $6.41K - $8.49K
13.2K $5.62B
IVV
Ishares Core S&P 500 ETF

ETFs
-30
- 0.15%
$498.8 - $620.9 $15K - $18.6K
20.7K $12.8B
Activity Summary
Buys All Purchases 41 New Holdings 8 Increased Positions 33 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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