Fmb Wealth Management Dimensional ETF Tr U S Target Transaction History
Fmb Wealth Management
- $109 Billion
- Q4 2023
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 115,418 shares of DFAT stock, worth $6.55 Million. This represents 5.52% of its overall portfolio holdings.
Number of Shares
115,418
Previous 119,426
3.36%
Holding current value
$6.55 Million
Previous $5.46 Billion
10.69%
% of portfolio
5.52%
Previous 5.86%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
650Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$803 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$706 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$490 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$426 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$275 Million2.47% of portfolio