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

Foundation Wealth Management, Llc\Pa

  • $231 Billion
  • Q2 2025
Number of Shares
34,284
Previous 36,822 6.89%
Holding current value
$920 Million
Previous $967 Million 4.87%
% of portfolio
0.4%
Previous 0.46%

Shares

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

Aug 11, 2025
SELL
N/A
-2,538 Reduced 6.89%
34,284 $920 Million
Q1 2025

Apr 22, 2025
SELL
N/A
-6,159 Reduced 14.33%
36,822 $967 Million
Q4 2024

Feb 11, 2025
BUY
N/A
42,981 New
42,981 $1.1 Billion
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