Fmb Wealth Management Dimensional ETF Tr Transaction History
Fmb Wealth Management
- $142 Million
- Q1 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fmb Wealth Management holds 141,305 shares of DFAE stock, worth $3.65 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
141,305
Previous 139,626
1.2%
Holding current value
$3.65 Million
Previous $3.54 Billion
99.9%
% of portfolio
2.58%
Previous 1.99%
Shares
10 transactions
Others Institutions Holding DFAE
# of Institutions
542Shares Held
171MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$401 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$327 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.6MShares$275 Million3.21% of portfolio
-
Ubs Group Ag5.28MShares$136 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$118 Million0.01% of portfolio