Foundation Wealth Management, Llc\Pa Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 23,095 shares of DFAT stock, worth $1.32 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
23,095
Previous 25,679
10.06%
Holding current value
$1.32 Million
Previous $1.49 Billion
8.01%
% of portfolio
0.5%
Previous 0.58%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
812Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio