Fmb Wealth Management Dimensional ETF Tr Short Durat Transaction History
Fmb Wealth Management
- $109 Billion
- Q4 2023
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 23,061 shares of DFSD stock, worth $1.1 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
23,061
Previous 20,436
12.84%
Holding current value
$1.1 Million
Previous $948 Million
14.38%
% of portfolio
0.99%
Previous 1.02%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
43.4MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.3 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$94 Million16.69% of portfolio