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 28,249 shares of DFIV stock, worth $1.35 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
28,249
Previous 28,244 0.02%
Holding current value
$1.35 Million
Previous $1.21 Billion 7.7%
% of portfolio
0.5%
Previous 0.52%

Shares

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

Oct 20, 2025
BUY
$42.66 - $46.53 $213 - $232
5 Added 0.02%
28,249 $1.3 Billion
Q2 2025

Aug 11, 2025
BUY
$34.67 - $43.21 $47,671 - $59,413
1,375 Added 5.12%
28,244 $1.21 Billion
Q1 2025

Apr 22, 2025
SELL
$35.33 - $40.77 $8,479 - $9,784
-240 Reduced 0.89%
26,869 $1.06 Billion
Q4 2024

Feb 11, 2025
BUY
$34.86 - $37.97 $945,019 - $1.03 Million
27,109 New
27,109 $962 Million

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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