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 440,901 shares of DFAX stock, worth $14.1 Million. This represents 7.26% of its overall portfolio holdings.
Number of Shares
440,901
Previous 408,588
7.91%
Holding current value
$14.1 Million
Previous $12 Million
15.29%
% of portfolio
7.26%
Previous 7.17%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio