Foundry Financial LLC

In Q1 2026, Foundry Financial LLC managed a $236.06 million portfolio with modest individual stock positions, but in Q2 2026, the RIA shifted into a heavily systematic factor posture—expanding total equity assets to $296.92 million while directing net capital almost exclusively into Dimensional Fund Advisors (DFA) ETFs. Top holding Dimensional US Equity ETF (DFUS) absorbed $7.43 million in net inflows to reach $62.59 million (21.08% of reported holdings). Additional capital was systematically deployed into Dimensional Short-Duration Fixed Income ETF (DFSD, +$2.61 million flow to $17.45 million), Dimensional US High Profitability ETF (DUHP, +$2.59 million flow to $23.26 million), and Dimensional International Core Equity 2 ETF (DFIC, +$2.19 million flow to $18.51 million).