Foundations Investment Advisors, LLC Dimensional ETF Tr Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 121,465 shares of DFAU stock, worth $5.06 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

121,465

Previous 108,229 12.23%

Holding current value

$5.06 Million

Previous $4.3 Million 14.51%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$39.27 - $42.38 $519,777 - $560,941	13,236 Added 12.23%	121,465 $4.92 Million
Q3 2024 Oct 21, 2024	BUY	$35.8 - $39.69 $654,782 - $725,930	18,290 Added 20.34%	108,229 $4.3 Million
Q2 2024 Aug 02, 2024	BUY	$34.53 - $37.67 $692,050 - $754,982	20,042 Added 28.67%	89,939 $3.37 Million
Q1 2024 May 13, 2024	BUY	$32.59 - $36.54 $187,783 - $210,543	5,762 Added 8.98%	69,897 $2.55 Million
Q4 2023 Feb 08, 2024	BUY	$28.58 - $33.37 $296,660 - $346,380	10,380 Added 19.31%	64,135 $2.13 Million
Q3 2023 Oct 05, 2023	BUY	$29.79 - $32.13 $415,183 - $447,795	13,937 Added 35.0%	53,755 $1.61 Million
Q2 2023 Jul 19, 2023	BUY	$28.25 - $30.99 $456,322 - $500,581	16,153 Added 68.26%	39,818 $1.23 Million
Q1 2023 Apr 25, 2023	BUY	$26.87 - $29.65 $635,878 - $701,667	23,665 New	23,665 $680,000

Others Institutions Holding DFAU

# of Institutions

424

Shares Held

2.09B

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Account

Foundations Investment Advisors, LLC Dimensional ETF Tr Transaction History