Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 119,576 shares of DFIC stock, worth $3.99 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
119,576
Previous 142,481 16.08%
Holding current value
$3.99 Million
Previous $4.43 Billion 11.49%
% of portfolio
1.52%
Previous 1.92%

Shares

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

Oct 20, 2025
SELL
$30.76 - $33.01 $704,557 - $756,094
-22,905 Reduced 16.08%
119,576 $3.92 Billion
Q2 2025

Aug 11, 2025
SELL
$24.94 - $31.15 $339,283 - $423,764
-13,604 Reduced 8.72%
142,481 $4.43 Billion
Q1 2025

Apr 22, 2025
SELL
$25.54 - $28.79 $270,315 - $304,713
-10,584 Reduced 6.35%
156,085 $4.33 Billion
Q4 2024

Feb 11, 2025
BUY
$25.61 - $28.0 $4.27 Million - $4.67 Million
166,669 New
166,669 $4.31 Billion

Others Institutions Holding DFIC

# of Institutions
526
Shares Held
282M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Foundation Wealth Management, Llc\Pa Portfolio

Follow Foundation Wealth Management, Llc\Pa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, Llc\Pa, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, Llc\Pa with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email