Foundation Wealth Management, Llc\Pa DIMENSIONAL ETF TRUST Transaction History

Foundation Wealth Management, Llc\Pa

  • $231 Billion
  • Q2 2025
Number of Shares
4,472
Previous 6,242 28.36%
Holding current value
$299 Million
Previous $383 Million 21.91%
% of portfolio
0.13%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
N/A
-1,770 Reduced 28.36%
4,472 $299 Million
Q4 2024

Feb 11, 2025
BUY
N/A
6,242 New
6,242 $400 Million
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