Fmb Wealth Management Dimensional ETF Tr Short Durat Transaction History
Fmb Wealth Management
- $178 Billion
- Q4 2024
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 72,558 shares of DFSD stock, worth $3.42 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
72,558
Previous 48,331
50.13%
Holding current value
$3.42 Million
Previous $2.31 Billion
47.42%
% of portfolio
1.92%
Previous 1.3%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
275Shares Held
51.2MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.5 Million16.79% of portfolio