Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Transaction History

Foundation Wealth Management, Llc\Pa

  • $210 Billion
  • Q1 2025

A detailed history of Foundation Wealth Management, Llc\Pa transactions in Dimensional ETF Tr stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 17,646 shares of DFAI stock, worth $571,024. This represents 0.26% of its overall portfolio holdings.

Number of Shares
17,646
Previous 17,703 0.32%
Holding current value
$571,024
Previous $517 Million 6.61%
% of portfolio
0.26%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$28.88 - $32.4 $1,646 - $1,846
-57 Reduced 0.32%
17,646 $551 Million
Q4 2024

Feb 11, 2025
BUY
$29.0 - $31.6 $513,387 - $559,414
17,703 New
17,703 $517 Million

Others Institutions Holding DFAI

# of Institutions
630
Shares Held
235M
Call Options Held
3.7K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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