Fmb Wealth Management Dimensional ETF Tr Dimensional Transaction History
Fmb Wealth Management
- $167 Million
- Q2 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 70,626 shares of DFAR stock, worth $1.7 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
70,626
Previous 53,370
32.33%
Holding current value
$1.7 Million
Previous $1.25 Million
32.06%
% of portfolio
0.99%
Previous 0.88%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
44MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$75.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$60 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$51.6 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.9 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$43.1 Million3.53% of portfolio