Foundation Wealth Management, Llc\Pa Dimensional ETF Tr U S Core Eq Transaction History
Foundation Wealth Management, Llc\Pa
- $276 Billion
- Q4 2025
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 287,195 shares of DFAC stock, worth $11.1 Million. This represents 4.13% of its overall portfolio holdings.
Number of Shares
287,195
Previous 325,976
11.9%
Holding current value
$11.1 Million
Previous $12.6 Billion
9.57%
% of portfolio
4.13%
Previous 4.87%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
812MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio