Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 68,631 shares of DFSD stock, worth $3.23 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
68,631Holding current value
$3.23 Million% of portfolio
1.56%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
303Shares Held
61.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$196 Million1.31% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
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Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.8 Million1.09% of portfolio