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 $3.25 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
68,631Holding current value
$3.25 Million% of portfolio
1.56%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio