StockDriftsStockDriftsTop 50 Foundry Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 20.22% | 673.2K | $47.7M | +44.17%(+206.26K) | $73.07(+10.47%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 7.71% | 495.4K | $18.2M | +31.20%(+117.81K) | $37.78(+5.61%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.59% | 437.9K | $15.6M | +16.85%(+63.15K) | $33.82(+12.60%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 6.46% | 427.0K | $15.2M | +50.00%(+142.33K) | $34.02(+12.51%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 6.3% | 310.8K | $14.9M | +65.55%(+123.06K) | $48.01(-0.25%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 5.17% | 240.6K | $12.2M | +46.26%(+76.11K) | $50.70(+0.27%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.95% | 220.8K | $9.3M | +44.31%(+67.79K) | $42.58(-0.79%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.09% | 187.8K | $7.3M | -45.62%(-157.58K) | $39.08(+10.59%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.84% | 191.5K | $6.7M | +26.24%(+39.80K) | $32.70(+12.36%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 2.6% | 81.1K | $6.1M | +34.22%(+20.68K) | $75.53(+0.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.04% | -8.84% |
| Top 20 Holdings Unweighted | -0.52% | -1.54% |
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