Fmb Wealth Management Dimensional ETF Tr Dimensional Transaction History
Fmb Wealth Management
- $178 Billion
- Q4 2024
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fmb Wealth Management holds 125,881 shares of DFIC stock, worth $3.46 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
125,881
Previous 114,955
9.5%
Holding current value
$3.46 Million
Previous $3.23 Billion
0.57%
% of portfolio
1.83%
Previous 1.83%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.6 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$810 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$754 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio