Fmb Wealth Management Dimensional ETF Tr Short Durat Transaction History
Fmb Wealth Management
- $191 Million
- Q3 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Fmb Wealth Management holds 113,978 shares of DFSD stock, worth $5.49 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
113,978
Previous 103,006
10.65%
Holding current value
$5.49 Million
Previous $4.95 Million
11.06%
% of portfolio
2.88%
Previous 2.95%
Shares
12 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio