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 184,344 shares of DUHP stock, worth $6.11 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
184,344Holding current value
$6.11 Million% of portfolio
3.02%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$229 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio