A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Fmb Wealth Management holds 69,533 shares of DFAS stock, worth $4.68 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
69,533
Previous 69,971 0.63%
Holding current value
$4.68 Million
Previous $4.2 Billion 7.28%
% of portfolio
2.55%
Previous 3.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$59.25 - $65.33 $25,951 - $28,614
-438 Reduced 0.63%
69,533 $4.51 Billion
Q2 2024

Nov 01, 2024

SELL
$57.42 - $62.37 $101,001 - $109,708
-1,759 Reduced 2.45%
69,971 $4.2 Billion
Q1 2024

Nov 01, 2024

SELL
$56.66 - $62.34 $111,903 - $123,121
-1,975 Reduced 2.68%
71,730 $4.47 Billion
Q4 2023

Oct 15, 2024

SELL
$48.83 - $60.51 $82,376 - $102,080
-1,687 Reduced 2.24%
73,705 $4.39 Billion
Q3 2023

Oct 15, 2024

SELL
$51.84 - $57.67 $19,232 - $21,395
-371 Reduced 0.49%
75,392 $3.96 Billion
Q2 2023

Oct 15, 2024

SELL
$49.85 - $54.8 $49,650 - $54,580
-996 Reduced 1.3%
75,763 $4.15 Billion
Q1 2023

Oct 15, 2024

BUY
$50.35 - $57.8 $92,845 - $106,583
1,844 Added 2.46%
76,759 $4.05 Billion
Q4 2022

Oct 15, 2024

BUY
$47.77 - $54.73 $3.58 Million - $4.1 Million
74,915 New
74,915 $3.83 Billion

Others Institutions Holding DFAS

About DIMENSIONAL ETF TR U S SMALL C


  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Fmb Wealth Management Portfolio

Follow Fmb Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fmb Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Fmb Wealth Management with notifications on news.