Foundations Investment Advisors, LLC Dimensional ETF Tr Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

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 157,313 shares of DFAU stock, worth $6.88 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
157,313
Previous 121,465 29.51%
Holding current value
$6.88 Million
Previous $4.92 Million 22.96%
% of portfolio
0.12%
Previous 0.1%

Shares

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

May 07, 2025
BUY
$37.84 - $42.29 $1.36 Million - $1.52 Million
35,848 Added 29.51%
157,313 $6.05 Million
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
518
Shares Held
140M
Call Options Held
30.6K
Put Options Held
700
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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