Foundations Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Foundations Investment Advisors, LLC

  • $3.86 Billion
  • Q2 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 42,019 shares of DFIC stock, worth $1.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
42,019
Previous 29,613 41.89%
Holding current value
$1.19 Million
Previous $792,000 39.39%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$25.73 - $27.44 $319,206 - $340,420
12,406 Added 41.89%
42,019 $1.1 Million
Q1 2024

May 13, 2024
BUY
$24.62 - $26.83 $179,479 - $195,590
7,290 Added 32.66%
29,613 $792,000
Q4 2023

Feb 08, 2024
BUY
$22.18 - $25.58 $495,124 - $571,022
22,323 New
22,323 $569,000

Others Institutions Holding DFIC

# of Institutions
343
Shares Held
221M
Call Options Held
900
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email