Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Transaction History

Foundation Wealth Management, Llc\Pa

  • $258 Billion
  • Q3 2025

A detailed history of Foundation Wealth Management, Llc\Pa transactions in Dimensional ETF Tr stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 33,627 shares of DFAX stock, worth $1.08 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
33,627
Previous 34,220 1.73%
Holding current value
$1.08 Million
Previous $1.01 Billion 4.99%
% of portfolio
0.41%
Previous 0.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$29.25 - $31.56 $17,345 - $18,715
-593 Reduced 1.73%
33,627 $1.06 Billion
Q2 2025

Aug 11, 2025
SELL
$23.37 - $29.39 $17,130 - $21,542
-733 Reduced 2.1%
34,220 $1.01 Billion
Q1 2025

Apr 22, 2025
BUY
$24.45 - $27.2 $1,784 - $1,985
73 Added 0.21%
34,953 $916 Million
Q4 2024

Feb 11, 2025
BUY
$24.76 - $27.04 $863,628 - $943,155
34,880 New
34,880 $867 Million

Others Institutions Holding DFAX

# of Institutions
666
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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