Fmb Wealth Management Dimensional ETF Tr Transaction History
Fmb Wealth Management
- $109 Billion
- Q4 2023
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fmb Wealth Management holds 85,696 shares of DFIV stock, worth $3.2 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
85,696
Previous 85,821
0.15%
Holding current value
$3.2 Million
Previous $2.8 Billion
5.18%
% of portfolio
2.69%
Previous 3.01%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
531Shares Held
185MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$548 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio