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 139,457 shares of DISV stock, worth $5.01 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares
139,457
Previous 114,395 21.91%
Holding current value
$5.01 Million
Previous $4.08 Billion 29.8%
% of portfolio
1.92%
Previous 1.58%

Shares

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

Jan 15, 2026
BUY
$35.06 - $36.3 $878,673 - $909,750
25,062 Added 21.91%
139,457 $5.3 Billion
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
390
Shares Held
82.4M
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
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