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 284,045 shares of DUHP stock, worth $10.7 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
284,045
Previous 218,954
29.73%
Holding current value
$10.7 Million
Previous $7.79 Billion
37.79%
% of portfolio
4.15%
Previous 3.37%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio