Fmb Wealth Management Dimensional ETF Tr Transaction History
Fmb Wealth Management
- $178 Billion
- Q4 2024
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fmb Wealth Management holds 311,867 shares of DFAX stock, worth $7.95 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
311,867
Previous 253,138
23.2%
Holding current value
$7.95 Million
Previous $6.84 Billion
13.39%
% of portfolio
4.37%
Previous 3.86%
Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
521Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$286 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio