Fmb Wealth Management Dimensional ETF Tr Transaction History
Fmb Wealth Management
- $167 Million
- Q2 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fmb Wealth Management holds 82,693 shares of DFIV stock, worth $3.63 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
82,693
Previous 82,807
0.14%
Holding current value
$3.63 Million
Previous $3.28 Million
7.83%
% of portfolio
2.12%
Previous 2.31%
Shares
9 transactions
Others Institutions Holding DFIV
# of Institutions
720Shares Held
232MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc21.1MShares$928 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$839 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$491 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$377 Million2.4% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$320 Million0.15% of portfolio