Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 169,451 shares of DFSV stock, worth $5.32 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
169,451Holding current value
$5.32 Million% of portfolio
2.53%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
402Shares Held
107MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$253 Million2.02% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$239 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.44MShares$171 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL4.17MShares$131 Million1.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$125 Million0.19% of portfolio