A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fmb Wealth Management holds 24,817 shares of DFSV stock, worth $780,990. This represents 0.66% of its overall portfolio holdings.

Number of Shares
24,817
Previous 24,284 2.19%
Holding current value
$780,990
Previous $615 Million 17.44%
% of portfolio
0.66%
Previous 0.66%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Oct 15, 2024

BUY
$23.61 - $29.53 $12,584 - $15,739
533 Added 2.19%
24,817 $723 Million
Q3 2023

Oct 15, 2024

BUY
$24.97 - $27.69 $125,124 - $138,754
5,011 Added 26.0%
24,284 $615 Million
Q2 2023

Oct 15, 2024

BUY
$23.17 - $25.7 $170,878 - $189,537
7,375 Added 61.99%
19,273 $495 Million
Q1 2023

Oct 15, 2024

BUY
$23.74 - $28.31 $35,016 - $41,757
1,475 Added 14.15%
11,898 $297 Million
Q4 2022

Oct 15, 2024

BUY
$22.47 - $26.46 $234,204 - $275,792
10,423 New
10,423 $258 Million

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Fmb Wealth Management Portfolio

Follow Fmb Wealth Management and customize your updates to receive the information that matters most to you.

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.