Fmb Wealth Management Dimensional ETF Tr Transaction History
Fmb Wealth Management
- $109 Billion
- Q4 2023
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fmb Wealth Management holds 179,007 shares of DFAX stock, worth $4.72 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
179,007
Previous 157,123
13.93%
Holding current value
$4.72 Million
Previous $3.54 Billion
23.54%
% of portfolio
3.99%
Previous 3.8%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
500Shares Held
220MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$257 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$195 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$193 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$145 Million21.36% of portfolio