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 228,883 shares of DFAU stock, worth $9.36 Million. This represents 6.15% of its overall portfolio holdings.
Number of Shares
228,883
Previous 204,845
11.73%
Holding current value
$9.36 Million
Previous $8.29 Billion
99.89%
% of portfolio
6.15%
Previous 4.67%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio