Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 184,344 shares of DUHP stock, worth $6.48 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
184,344Holding current value
$6.48 Million% of portfolio
3.02%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
377Shares Held
217MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio