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 17,703 shares of DFAI stock, worth $573,577. This represents 0.25% of its overall portfolio holdings.
Number of Shares
17,703Holding current value
$573,577% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.05 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$194 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$181 Million17.39% of portfolio