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Dimensional Etf Trust shares owned by Foundation Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Foundation Wealth Management from 13F filings

Historical chart of Foundation Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Foundation Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 28k 46.12
2025-06-30 $1.2M 28k 42.83
2025-03-31 $1.1M 27k 39.36

More positions owned by Foundation Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Foundation Wealth Management

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
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Colony
Savant Capital Management
Northern Trust
Buckingham Strategic Partners
Envestnet Asset Management
Index Fund Advisors
Raymond James Financial
EP Wealth Advisors
Creative Planning
HighTower Advisors
Plan
Foster Group

View all funds holding Dimensional Etf Trust