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 333,662 shares of DFSV stock, worth $10.5 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares
333,662
Previous 259,470 28.59%
Holding current value
$10.5 Million
Previous $7.64 Billion 39.12%
% of portfolio
4.11%
Previous 3.3%

Shares

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

Oct 20, 2025
BUY
$29.2 - $32.74 $2.17 Million - $2.43 Million
74,192 Added 28.59%
333,662 $10.6 Billion
Q2 2025

Aug 11, 2025
BUY
$24.21 - $29.47 $1.23 Million - $1.49 Million
50,685 Added 24.28%
259,470 $7.64 Billion
Q1 2025

Apr 22, 2025
BUY
$27.56 - $32.1 $1.08 Million - $1.26 Million
39,334 Added 23.21%
208,785 $5.88 Billion
Q4 2024

Feb 11, 2025
BUY
$30.18 - $33.87 $5.11 Million - $5.74 Million
169,451 New
169,451 $5.22 Billion

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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