Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 239,114 shares of DFEM stock, worth $7.21 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
239,114
Previous 225,804
5.89%
Holding current value
$7.21 Million
Previous $5.91 Billion
6.99%
% of portfolio
3.01%
Previous 2.87%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
459Shares Held
166MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$506 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$196 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$184 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$148 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$140 Million1.05% of portfolio