Foundation Wealth Management, Llc\Pa DIMENSIONAL ETF TRUST Transaction History

Foundation Wealth Management, Llc\Pa

  • $258 Billion
  • Q3 2025
Number of Shares
28,078
Previous 34,284 18.1%
Holding current value
$767 Million
Previous $920 Million 16.64%
% of portfolio
0.3%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
N/A
-6,206 Reduced 18.1%
28,078 $767 Million
Q2 2025

Aug 11, 2025
SELL
N/A
-2,538 Reduced 6.89%
34,284 $920 Million
Q1 2025

Apr 22, 2025
SELL
N/A
-6,159 Reduced 14.33%
36,822 $967 Million
Q4 2024

Feb 11, 2025
BUY
N/A
42,981 New
42,981 $1.1 Billion
Track This Portfolio

Track Foundation Wealth Management, Llc\Pa Portfolio

Follow Foundation Wealth Management, Llc\Pa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, Llc\Pa, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, Llc\Pa with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email