Fmb Wealth Management Dimensional ETF Tr U S Small C Transaction History
Fmb Wealth Management
- $109 Billion
- Q4 2023
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 73,705 shares of DFAS stock, worth $4.89 Million. This represents 4.02% of its overall portfolio holdings.
Number of Shares
73,705
Previous 75,392
2.24%
Holding current value
$4.89 Million
Previous $3.96 Billion
11.04%
% of portfolio
4.02%
Previous 4.25%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
670Shares Held
104MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$744 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$462 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$446 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$295 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$181 Million1.82% of portfolio