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 83,465 shares of DFIV stock, worth $3.2 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
83,465
Previous 83,723
0.31%
Holding current value
$3.2 Million
Previous $3.19 Billion
7.11%
% of portfolio
1.67%
Previous 1.8%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
622Shares Held
213MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$785 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$682 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$428 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$318 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$269 Million0.17% of portfolio