Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Short Durat Transaction History

Foundation Wealth Management, Llc\Pa

  • $258 Billion
  • Q3 2025

A detailed history of Foundation Wealth Management, Llc\Pa transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 57,733 shares of DFSD stock, worth $2.78 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
57,733
Previous 58,203 0.81%
Holding current value
$2.78 Million
Previous $2.79 Billion 0.44%
% of portfolio
1.08%
Previous 1.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$47.86 - $48.43 $22,494 - $22,762
-470 Reduced 0.81%
57,733 $2.78 Billion
Q1 2025

Apr 22, 2025
SELL
$46.74 - $47.55 $487,404 - $495,851
-10,428 Reduced 15.19%
58,203 $2.77 Billion
Q4 2024

Feb 11, 2025
BUY
$46.75 - $47.8 $3.21 Million - $3.28 Million
68,631 New
68,631 $3.22 Billion

Others Institutions Holding DFSD

# of Institutions
388
Shares Held
84.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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