Foundation Wealth Management, Llc\Pa Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 27,795 shares of DFAT stock, worth $1.53 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
27,795
Previous 23,726 17.15%
Holding current value
$1.53 Million
Previous $1.32 Billion 8.37%
% of portfolio
0.68%
Previous 0.64%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$50.44 - $58.1 $205,240 - $236,408
4,069 Added 17.15%
27,795 $1.43 Billion
Q4 2024

Feb 11, 2025
BUY
$54.54 - $61.04 $1.29 Million - $1.45 Million
23,726 New
23,726 $1.32 Billion

Others Institutions Holding DFAT

# of Institutions
776
Shares Held
170M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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