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 34,953 shares of DFAX stock, worth $1.03 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
34,953
Previous 34,880 0.21%
Holding current value
$1.03 Million
Previous $867 Million 5.61%
% of portfolio
0.44%
Previous 0.42%

Shares

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

Apr 22, 2025
BUY
$24.45 - $27.2 $1,784 - $1,985
73 Added 0.21%
34,953 $916 Million
Q4 2024

Feb 11, 2025
BUY
$24.76 - $27.04 $863,628 - $943,155
34,880 New
34,880 $867 Million

Others Institutions Holding DFAX

# of Institutions
607
Shares Held
248M
Call Options Held
6.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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