Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 44,886 shares of DFEV stock, worth $1.36 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
44,886
Previous 45,403
1.14%
Holding current value
$1.36 Million
Previous $1.19 Billion
2.03%
% of portfolio
0.58%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding DFEV
# of Institutions
201Shares Held
24.3MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$76.8 Million5.65% of portfolio
-
Ritholtz Wealth Management1.25MShares$37.9 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL908KShares$27.6 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL834KShares$25.4 Million0.01% of portfolio
-
True Wealth Design, LLC Akron, OH806KShares$24.5 Million8.3% of portfolio