Foundations Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 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 5,585 shares of DUHP stock, worth $211,950. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,585Holding current value
$211,950% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
473Shares Held
249MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.52 Billion2.95% of portfolio
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Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
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Merriman Wealth Management, LLC8.15MShares$309 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.54MShares$286 Million4.43% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio