Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 52,743 shares of DFSD stock, worth $2.54 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
52,743
Previous 57,733 8.64%
Holding current value
$2.54 Million
Previous $2.78 Billion 9.1%
% of portfolio
0.92%
Previous 1.08%

Shares

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

Jan 15, 2026
SELL
$48.17 - $48.5 $240,368 - $242,015
-4,990 Reduced 8.64%
52,743 $2.53 Billion
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
392
Shares Held
87M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email