Fmb Wealth Management Dimensional ETF Tr Transaction History
Fmb Wealth Management
- $191 Million
- Q3 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fmb Wealth Management holds 217,192 shares of DFAU stock, worth $10 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
217,192
Previous 218,270
0.49%
Holding current value
$10 Million
Previous $9.25 Million
7.5%
% of portfolio
5.21%
Previous 5.52%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
540Shares Held
146MCall Options Held
58.3KPut Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$323 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$208 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$192 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$176 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$174 Million1.91% of portfolio