Foundations Investment Advisors, LLC Dimensional ETF Tr Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 121,465 shares of DFAU stock, worth $4.46 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
121,465
Previous 108,229
12.23%
Holding current value
$4.46 Million
Previous $4.3 Million
14.51%
% of portfolio
0.1%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
489Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.86 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$207 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$152 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$134 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$133 Million45.35% of portfolio