Fmb Wealth Management Dimensional ETF Tr Transaction History
Fmb Wealth Management
- $191 Million
- Q3 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fmb Wealth Management holds 153,848 shares of DFAI stock, worth $5.71 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
153,848
Previous 152,915
0.61%
Holding current value
$5.71 Million
Previous $5.29 Million
5.79%
% of portfolio
2.93%
Previous 3.16%
Shares
12 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio