Fmb Wealth Management Dimensional ETF Tr Dimensional Transaction History
Fmb Wealth Management
- $109 Billion
- Q4 2023
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fmb Wealth Management holds 45,090 shares of DFIC stock, worth $1.24 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
45,090
Previous 34,478
30.78%
Holding current value
$1.24 Million
Previous $805 Million
42.99%
% of portfolio
1.05%
Previous 0.86%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
347Shares Held
222MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$654 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$641 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$419 Million8.27% of portfolio
-
Evensky & Katz LLC5.9MShares$162 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$129 Million16.75% of portfolio