Fmb Wealth Management Dimensional ETF Tr Transaction History
Fmb Wealth Management
- $167 Million
- Q2 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fmb Wealth Management holds 152,915 shares of DFAI stock, worth $5.32 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
152,915
Previous 153,004
0.06%
Holding current value
$5.32 Million
Previous $4.82 Million
9.76%
% of portfolio
3.16%
Previous 3.39%
Shares
11 transactions
Others Institutions Holding DFAI
# of Institutions
674Shares Held
245MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$652 Million0.87% of portfolio
-
Envestnet Asset Management Inc9.25MShares$322 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$244 Million0.02% of portfolio
-
Sym Financial Corp6.61MShares$230 Million25.8% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$199 Million18.44% of portfolio