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 408,588 shares of DFAX stock, worth $12.2 Million. This represents 7.17% of its overall portfolio holdings.
Number of Shares
408,588
Previous 371,926
9.86%
Holding current value
$12.2 Million
Previous $9.82 Million
22.17%
% of portfolio
7.17%
Previous 6.91%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
638Shares Held
244MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$336 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$234 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$228 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$209 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$188 Million0.92% of portfolio