Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 57,314 shares of DFUV stock, worth $2.43 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
57,314Holding current value
$2.43 Million% of portfolio
1.14%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
685Shares Held
276MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.5 Billion3.22% of portfolio
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Envestnet Asset Management Inc33MShares$1.4 Billion0.46% of portfolio
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Savant Capital, LLC18MShares$763 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$613 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$456 Million0.67% of portfolio