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 97,340 shares of DIHP stock, worth $2.68 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
97,340Holding current value
$2.68 Million% of portfolio
1.19%Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$660 Million0.2% of portfolio
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Mercer Global Advisors Inc Denver, CO22.3MShares$615 Million1.39% of portfolio
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Savant Capital, LLC15.5MShares$427 Million3.18% of portfolio
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Vista Wealth Management Group, LLC6.34MShares$175 Million10.75% of portfolio
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Forum Financial Management, LP Lombard, IL6.22MShares$172 Million3.11% of portfolio