Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Transaction History
Foundation Wealth Management, Llc\Pa
- $206 Billion
- Q4 2024
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Dimensional ETF Tr stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 17,703 shares of DFAI stock, worth $545,783. This represents 0.25% of its overall portfolio holdings.
Number of Shares
17,703Holding current value
$545,783% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
578Shares Held
223MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$995 Million6.3% of portfolio
-
Sym Financial Corp6.65MShares$205 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$186 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$172 Million17.39% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$133 Million0.02% of portfolio