Fmb Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Fmb Wealth Management
- $167 Million
- Q2 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Fmb Wealth Management holds 972,075 shares of DFAC stock, worth $35.6 Million. This represents 20.81% of its overall portfolio holdings.
Number of Shares
972,075
Previous 854,806
13.72%
Holding current value
$35.6 Million
Previous $28 Million
24.26%
% of portfolio
20.81%
Previous 19.71%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$636 Million0.23% of portfolio