Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Dimensional Transaction History
Foundation Wealth Management, Llc\Pa
- $206 Billion
- Q4 2024
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 75,073 shares of DISV stock, worth $2.11 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
75,073Holding current value
$2.11 Million% of portfolio
0.97%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
306Shares Held
64.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$241 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$174 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.4 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$46.2 Million1.09% of portfolio
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Ritholtz Wealth Management1.42MShares$39.9 Million1.12% of portfolio