Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 163,737 shares of DIHP stock, worth $5.09 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
163,737
Previous 148,801
10.04%
Holding current value
$5.09 Million
Previous $4.52 Billion
14.64%
% of portfolio
1.88%
Previous 1.75%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
325Shares Held
143MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$201 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.27MShares$195 Million2.93% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio