Fmb Wealth Management Dimensional ETF Tr U S Target Transaction History
Fmb Wealth Management
- $178 Billion
- Q4 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 106,943 shares of DFAT stock, worth $6.11 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
106,943
Previous 110,554
3.27%
Holding current value
$6.11 Million
Previous $6.15 Billion
3.21%
% of portfolio
3.35%
Previous 3.48%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
747Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$804 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$711 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$511 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$411 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$293 Million2.33% of portfolio