Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Emerging Mk Transaction History
Foundation Wealth Management, Llc\Pa
- $258 Billion
- Q3 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 301,360 shares of DFEM stock, worth $9.97 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
301,360
Previous 258,032
16.79%
Holding current value
$9.97 Million
Previous $7.66 Billion
26.2%
% of portfolio
3.74%
Previous 3.31%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio