Foundations Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 60,080 shares of DFIC stock, worth $1.69 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
60,080
Previous 52,575
14.27%
Holding current value
$1.69 Million
Previous $1.48 Million
5.0%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$831 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$773 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$461 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$139 Million15.48% of portfolio