Fmb Wealth Management Dimensional ETF Tr Dimensional Transaction History
Fmb Wealth Management
- $142 Million
- Q1 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 53,370 shares of DFAR stock, worth $1.2 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
53,370
Previous 48,200
10.73%
Holding current value
$1.2 Million
Previous $1.12 Billion
99.89%
% of portfolio
0.88%
Previous 0.63%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
252Shares Held
41.1MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$70.5 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$52.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$43.9 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$37.8 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$29.9 Million2.99% of portfolio