Fmb Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Fmb Wealth Management
- $177 Billion
- Q3 2024
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 735,620 shares of DFAC stock, worth $25.9 Million. This represents 14.26% of its overall portfolio holdings.
Number of Shares
735,620
Previous 685,833
7.26%
Holding current value
$25.9 Million
Previous $22.1 Billion
14.08%
% of portfolio
14.26%
Previous 16.81%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
918Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.99 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.76 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$625 Million0.28% of portfolio