Fmb Wealth Management Dimensional ETF Tr Transaction History

Fmb Wealth Management

$142 Million
Q1 2025

A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fmb Wealth Management holds 82,807 shares of DFIV stock, worth $3.26 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares

82,807

Previous 83,465 0.79%

Holding current value

$3.26 Million

Previous $2.96 Billion 99.89%

% of portfolio

2.31%

Previous 1.67%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$35.33 - $40.77 $23,247 - $26,826	-658 Reduced 0.79%	82,807 $3.28 Million
Q4 2024 Jan 29, 2025	SELL	$34.86 - $37.97 $8,993 - $9,796	-258 Reduced 0.31%	83,465 $2.96 Billion
Q3 2024 Nov 01, 2024	SELL	$34.66 - $38.38 $31,921 - $35,347	-921 Reduced 1.09%	83,723 $3.19 Billion
Q2 2024 Nov 01, 2024	SELL	$35.5 - $38.02 $37,346 - $39,997	-1,052 Reduced 1.23%	84,644 $3.04 Billion
Q4 2023 Oct 15, 2024	SELL	$30.86 - $34.46 $3,857 - $4,307	-125 Reduced 0.15%	85,696 $2.94 Billion
Q2 2023 Oct 15, 2024	SELL	$31.45 - $33.77 $6,981 - $7,496	-222 Reduced 0.26%	85,821 $2.82 Billion
Q1 2023 Oct 15, 2024	BUY	$30.43 - $33.38 $17,375 - $19,059	571 Added 0.67%	86,043 $2.77 Billion
Q4 2022 Oct 15, 2024	BUY	$25.88 - $31.1 $2.21 Million - $2.66 Million	85,472 New	85,472 $2.6 Billion

Others Institutions Holding DFIV

# of Institutions

645

Shares Held

214M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fmb Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Fmb Wealth Management with notifications on news.

Account

Fmb Wealth Management Dimensional ETF Tr Transaction History