Fmb Wealth Management Dimensional ETF Tr Transaction History
Fmb Wealth Management
- $167 Million
- Q2 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fmb Wealth Management holds 218,270 shares of DFAU stock, worth $9.89 Million. This represents 5.52% of its overall portfolio holdings.
Number of Shares
218,270
Previous 228,883
4.64%
Holding current value
$9.89 Million
Previous $8.75 Million
5.66%
% of portfolio
5.52%
Previous 6.15%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
532Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$196 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$188 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$173 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$171 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$157 Million1.86% of portfolio