Foundations Investment Advisors, LLC Dimensional ETF Tr Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
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 38,774 shares of DFAU stock, worth $1.79 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
38,774
Previous 182,789
78.79%
Holding current value
$1.79 Million
Previous $7.74 Million
77.09%
% of portfolio
0.03%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
539Shares Held
146MCall Options Held
58.3KPut Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$323 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$208 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$192 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$176 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$174 Million1.91% of portfolio