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 $4.81 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

121,465

Previous 108,229 12.23%

Holding current value

$4.81 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

479

Shares Held

2.18B

Call Options Held

Put Options Held

400

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Foundations Investment Advisors, LLC Dimensional ETF Tr Transaction History