Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 156,085 shares of DFIC stock, worth $4.87 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
156,085
Previous 166,669 6.35%
Holding current value
$4.87 Million
Previous $4.31 Billion 0.63%
% of portfolio
2.06%
Previous 2.09%

Shares

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

Apr 22, 2025
SELL
$25.54 - $28.79 $270,315 - $304,713
-10,584 Reduced 6.35%
156,085 $4.33 Billion
Q4 2024

Feb 11, 2025
BUY
$25.61 - $28.0 $4.27 Million - $4.67 Million
166,669 New
166,669 $4.31 Billion

Others Institutions Holding DFIC

# of Institutions
499
Shares Held
293M
Call Options Held
6.6K
Put Options Held
3.9K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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