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 106,664 shares of DIHP stock, worth $3.11 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
106,664
Previous 97,340
9.58%
Holding current value
$3.11 Million
Previous $2.46 Billion
17.01%
% of portfolio
1.37%
Previous 1.19%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
282Shares Held
147MCall Options Held
0Put Options Held
100-
Envestnet Asset Management Inc25.3MShares$736 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO24.4MShares$710 Million1.53% of portfolio
-
Savant Capital, LLC23.9MShares$698 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$188 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$175 Million3.07% of portfolio