Fmb Wealth Management Dimensional ETF Tr U S Target Transaction History
Fmb Wealth Management
- $142 Million
- Q1 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Fmb Wealth Management holds 106,537 shares of DFAT stock, worth $5.05 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
106,537
Previous 106,943
0.38%
Holding current value
$5.05 Million
Previous $5.95 Billion
99.91%
% of portfolio
3.86%
Previous 3.35%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
753Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$667 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$589 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$424 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$341 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$243 Million2.33% of portfolio