Foundry Financial LLC: 13F holdings
CIK 20853252026Q2
| Positions | 85 |
|---|
| Reported value | $296.9m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 85 (+14 vs prior quarter) |
|---|
| Reported value | $296.9m (+25.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFUS DIMENSIONAL ETF TRUST | 763,870 | $62.6m | 21.1% |
| DIMENSIONAL ETF TRUST | 557,469 | $23.3m | 7.8% |
| WSBC DIMENSIONAL ETF TRUST | 477,912 | $18.9m | 6.4% |
| DFIC DIMENSIONAL ETF TRUST | 496,731 | $18.5m | 6.2% |
| DFSD DIMENSIONAL ETF TRUST | 365,502 | $17.5m | 5.9% |
| DUSB DIMENSIONAL ETF TRUST | 265,312 | $13.5m | 4.5% |
| DFCF DIMENSIONAL ETF TRUST | 271,200 | $11.4m | 3.9% |
| DIMENSIONAL ETF TRUST | 193,597 | $8.6m | 2.9% |
| DIMENSIONAL ETF TRUST | 217,958 | $8.5m | 2.8% |
| DFEM DIMENSIONAL ETF TRUST | 175,767 | $7.1m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2085325")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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