Foundations Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Foundations Investment Advisors, LLC
- $5.88 Billion
- Q2 2025
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 64,620 shares of DFIC stock, worth $2.12 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
64,620
Previous 63,745
1.37%
Holding current value
$2.12 Million
Previous $1.77 Million
13.5%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio