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

Foundation Wealth Management, Llc\Pa

  • $210 Billion
  • Q1 2025
Number of Shares
36,822
Previous 42,981 14.33%
Holding current value
$967 Million
Previous $1.1 Billion 11.92%
% of portfolio
0.46%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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