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 332,563 shares of DUHP stock, worth $12.5 Million. This represents 4.59% of its overall portfolio holdings.
Number of Shares
332,563
Previous 284,045
17.08%
Holding current value
$12.5 Million
Previous $10.7 Billion
17.89%
% of portfolio
4.59%
Previous 4.15%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
494Shares Held
225MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio