Fmb Wealth Management Dimensional ETF Tr Short Durat Transaction History
Fmb Wealth Management
- $167 Million
- Q2 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Fmb Wealth Management holds 103,006 shares of DFSD stock, worth $4.94 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
103,006
Previous 98,026
5.08%
Holding current value
$4.94 Million
Previous $4.66 Million
6.14%
% of portfolio
2.95%
Previous 3.28%
Shares
11 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
71.1MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio