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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026

SELL
$37.61 - $39.41 $1.46 Million - $1.53 Million
-38,781 Reduced 11.9%
287,195 $11.4 Billion
Q3 2025

Oct 20, 2025

SELL
$36.04 - $38.78 $794,645 - $855,060
-22,049 Reduced 6.34%
325,976 $12.6 Billion
Q2 2025

Aug 11, 2025

SELL
$29.12 - $35.84 $1.14 Million - $1.41 Million
-39,209 Reduced 10.13%
348,025 $12.5 Billion
Q1 2025

Apr 22, 2025

SELL
$32.42 - $36.13 $1.59 Million - $1.78 Million
-49,136 Reduced 11.26%
387,234 $12.8 Billion
Q4 2024

Feb 11, 2025

BUY
$33.92 - $36.6 $14.8 Million - $16 Million
436,370 New
436,370 $15.1 Billion

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Foundation Wealth Management, Llc\Pa Portfolio

Follow Foundation Wealth Management, Llc\Pa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, Llc\Pa, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, Llc\Pa with notifications on news.