Foundations Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 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 60,080 shares of DFIC stock, worth $1.65 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
60,080
Previous 52,575
14.27%
Holding current value
$1.65 Million
Previous $1.48 Million
5.0%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
446Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$811 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$755 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio