Fmb Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Fmb Wealth Management
- $109 Billion
- Q4 2023
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Fmb Wealth Management holds 630,109 shares of DFAC stock, worth $22 Million. This represents 16.83% of its overall portfolio holdings.
Number of Shares
630,109
Previous 601,025
4.84%
Holding current value
$22 Million
Previous $15.7 Billion
16.96%
% of portfolio
16.83%
Previous 16.9%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
889Shares Held
714MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.87 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.67 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.31 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$617 Million0.29% of portfolio