Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 114,395 shares of DISV stock, worth $4.11 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
114,395
Previous 99,425 15.06%
Holding current value
$4.11 Million
Previous $3.27 Billion 24.77%
% of portfolio
1.58%
Previous 1.42%

Shares

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

Oct 20, 2025
BUY
$32.78 - $35.79 $490,716 - $535,776
14,970 Added 15.06%
114,395 $4.08 Billion
Q2 2025

Aug 11, 2025
BUY
$25.93 - $32.91 $459,479 - $583,165
17,720 Added 21.69%
99,425 $3.27 Billion
Q1 2025

Apr 22, 2025
BUY
$26.09 - $30.21 $173,028 - $200,352
6,632 Added 8.83%
81,705 $2.38 Billion
Q4 2024

Feb 11, 2025
BUY
$26.18 - $28.77 $1.97 Million - $2.16 Million
75,073 New
75,073 $1.99 Billion

Others Institutions Holding DISV

# of Institutions
391
Shares Held
81.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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