Fmb Wealth Management Dimensional ETF Tr Transaction History
Fmb Wealth Management
- $109 Billion
- Q4 2023
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fmb Wealth Management holds 196,045 shares of DFAU stock, worth $7.91 Million. This represents 5.96% of its overall portfolio holdings.
Number of Shares
196,045
Previous 199,939
1.95%
Holding current value
$7.91 Million
Previous $5.99 Billion
8.86%
% of portfolio
5.96%
Previous 6.43%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
402Shares Held
104MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$177 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$162 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$136 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$112 Million26.74% of portfolio