Fmb Wealth Management Dimensional ETF Tr U S Small C Transaction History
Fmb Wealth Management
- $167 Million
- Q2 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Fmb Wealth Management holds 66,001 shares of DFAS stock, worth $4.25 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
66,001
Previous 67,207
1.79%
Holding current value
$4.25 Million
Previous $4.01 Million
4.79%
% of portfolio
2.51%
Previous 2.82%
Shares
11 transactions
Others Institutions Holding DFAS
# of Institutions
835Shares Held
130MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.08 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$514 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$375 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$346 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$180 Million3.23% of portfolio