Fmfe Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Fmfe Wealth Management, LLC
- $108 Billion
- Q2 2024
A detailed history of Fmfe Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Fmfe Wealth Management, LLC holds 204,265 shares of DFAS stock, worth $12.2 Million. This represents 11.4% of its overall portfolio holdings.
Number of Shares
204,265
Previous 204,401
0.07%
Holding current value
$12.2 Million
Previous $12.7 Billion
3.69%
% of portfolio
11.4%
Previous 11.69%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$790 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$390 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$308 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$162 Million1.82% of portfolio