Fmb Wealth Management Dimensional ETF Tr Transaction History
Fmb Wealth Management
- $142 Million
- Q1 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fmb Wealth Management holds 371,926 shares of DFAX stock, worth $10.7 Million. This represents 6.91% of its overall portfolio holdings.
Number of Shares
371,926
Previous 311,867
19.26%
Holding current value
$10.7 Million
Previous $7.75 Billion
99.87%
% of portfolio
6.91%
Previous 4.37%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
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Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio