Fmb Wealth Management Dimensional ETF Tr U S Target Transaction History
Fmb Wealth Management
- $177 Billion
- Q3 2024
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Fmb Wealth Management holds 110,554 shares of DFAT stock, worth $6.43 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
110,554
Previous 110,622
0.06%
Holding current value
$6.43 Million
Previous $5.74 Billion
7.18%
% of portfolio
3.48%
Previous 4.36%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
666Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$822 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$723 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$511 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$302 Million2.46% of portfolio