Fmb Wealth Management Dimensional ETF Tr U S Target Transaction History
Fmb Wealth Management
- $191 Million
- Q3 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 106,186 shares of DFAT stock, worth $6.05 Million. This represents 3.24% of its overall portfolio holdings.
Number of Shares
106,186
Previous 105,703
0.46%
Holding current value
$6.05 Million
Previous $5.7 Million
8.38%
% of portfolio
3.24%
Previous 3.41%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio