Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Dimensional Transaction History
Foundation Wealth Management, Llc\Pa
- $206 Billion
- Q4 2024
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 169,451 shares of DFSV stock, worth $5.35 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
169,451Holding current value
$5.35 Million% of portfolio
2.53%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
410Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$254 Million2.02% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$241 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.44MShares$172 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL4.17MShares$132 Million1.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$126 Million0.19% of portfolio