Fmb Wealth Management Dimensional ETF Tr Us Marketwi Transaction History
Fmb Wealth Management
- $109 Billion
- Q4 2023
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Fmb Wealth Management holds 107,270 shares of DFUV stock, worth $4.58 Million. This represents 3.65% of its overall portfolio holdings.
Number of Shares
107,270
Previous 112,029
4.25%
Holding current value
$4.58 Million
Previous $3.81 Billion
4.76%
% of portfolio
3.65%
Previous 4.09%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
624Shares Held
254MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.24 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.16 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$784 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$616 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.76% of portfolio