Fmb Wealth Management Dimensional ETF Tr Dimensional Transaction History
Fmb Wealth Management
- $191 Million
- Q3 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fmb Wealth Management holds 85,994 shares of DFAR stock, worth $2.05 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
85,994
Previous 70,626
21.76%
Holding current value
$2.05 Million
Previous $1.66 Million
23.79%
% of portfolio
1.08%
Previous 0.99%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
275Shares Held
44.6MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$52.3 Million10.63% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio