Foundation Wealth Management, Llc\Pa Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 436,370 shares of DFAC stock, worth $15.6 Million. This represents 7.32% of its overall portfolio holdings.
Number of Shares
436,370Holding current value
$15.6 Million% of portfolio
7.32%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,006Shares Held
777MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$650 Million0.26% of portfolio