Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 7,532 shares of DFCF stock, worth $313,029. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,532Holding current value
$313,029% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
371Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
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Essential Planning, Llc. Portsmouth, NH11.6MShares$480 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$462 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio