Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Dimensional Transaction History
Foundation Wealth Management, Llc\Pa
- $210 Billion
- Q1 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 106,664 shares of DIHP stock, worth $3.09 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
106,664
Previous 97,340
9.58%
Holding current value
$3.09 Million
Previous $2.46 Billion
17.01%
% of portfolio
1.37%
Previous 1.19%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
280Shares Held
145MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$706 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$656 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$608 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$187 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$174 Million3.07% of portfolio