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

Foundation Wealth Management, Llc\Pa

  • $210 Billion
  • Q1 2025
Number of Shares
16,281
Previous 10,100 61.2%
Holding current value
$498 Million
Previous $303 Million 64.1%
% of portfolio
0.24%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
N/A
6,181 Added 61.2%
16,281 $498 Million
Q4 2024

Feb 11, 2025
BUY
N/A
10,100 New
10,100 $303 Million
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