Fmb Wealth Management Dimensional ETF Tr Dimensional Transaction History
Fmb Wealth Management
- $142 Million
- Q1 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fmb Wealth Management holds 134,021 shares of DFIC stock, worth $3.83 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
134,021
Previous 125,881
6.47%
Holding current value
$3.83 Million
Previous $3.25 Billion
99.88%
% of portfolio
2.64%
Previous 1.83%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
450Shares Held
267MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$842 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$784 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$467 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$175 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$141 Million15.48% of portfolio