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 $3.86 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
82,693
Previous 82,807
0.14%
Holding current value
$3.86 Million
Previous $3.28 Million
7.83%
% of portfolio
2.12%
Previous 2.31%
Shares
9 transactions
Others Institutions Holding DFIV
# of Institutions
747Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.15 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$985 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$929 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$521 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$400 Million2.4% of portfolio