Fmb Wealth Management Dimensional ETF Tr Transaction History
Fmb Wealth Management
- $178 Billion
- Q4 2024
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fmb Wealth Management holds 311,867 shares of DFAX stock, worth $8.21 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
311,867
Previous 253,138
23.2%
Holding current value
$8.21 Million
Previous $6.84 Billion
13.39%
% of portfolio
4.37%
Previous 3.86%
Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
568Shares Held
241MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio