Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 29,963 shares of DFEV stock, worth $1.01 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
29,963
Previous 35,944
16.64%
Holding current value
$1.01 Million
Previous $1.08 Billion
11.36%
% of portfolio
0.37%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding DFEV
# of Institutions
240Shares Held
26.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.6MShares$87.4 Million5.7% of portfolio
-
Ritholtz Wealth Management1.3MShares$43.9 Million0.82% of portfolio
-
Jones Financial Companies Lllp1.28MShares$43.2 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL939KShares$31.6 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL903KShares$30.4 Million0.01% of portfolio