Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 55,093 shares of DFUV stock, worth $2.48 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
55,093
Previous 56,948
3.26%
Holding current value
$2.48 Million
Previous $2.41 Billion
2.26%
% of portfolio
0.95%
Previous 1.04%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
768Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio