Fmb Wealth Management Dimensional ETF Tr Dimensional Transaction History
Fmb Wealth Management
- $191 Million
- Q3 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fmb Wealth Management holds 249,078 shares of DFIC stock, worth $8.31 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
249,078
Previous 202,707
22.88%
Holding current value
$8.31 Million
Previous $6.3 Million
29.59%
% of portfolio
4.28%
Previous 3.76%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio