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 27,109 shares of DFIV stock, worth $1.03 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
27,109Holding current value
$1.03 Million% of portfolio
0.47%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
605Shares Held
205MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$738 Million1.62% of portfolio
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Envestnet Asset Management Inc18.9MShares$721 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$425 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$315 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$267 Million0.17% of portfolio