Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Emerging Mk Transaction History
Foundation Wealth Management, Llc\Pa
- $206 Billion
- Q4 2024
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 225,804 shares of DFEM stock, worth $6.04 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
225,804Holding current value
$6.04 Million% of portfolio
2.87%Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
396Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.2 Billion1.6% of portfolio
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Forum Financial Management, LP Lombard, IL15.6MShares$416 Million8.36% of portfolio
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Ci Private Wealth, LLC Miami, FL5.92MShares$158 Million0.24% of portfolio
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Truepoint, Inc.4.75MShares$127 Million3.4% of portfolio
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High Tower Advisors, LLC Chicago, IL4.16MShares$111 Million0.15% of portfolio