Fmb Wealth Management Dimensional ETF Tr Short Durat Transaction History
Fmb Wealth Management
- $167 Million
- Q2 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 103,006 shares of DFSD stock, worth $4.97 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
103,006
Previous 98,026
5.08%
Holding current value
$4.97 Million
Previous $4.66 Million
6.14%
% of portfolio
2.95%
Previous 3.28%
Shares
11 transactions
Others Institutions Holding DFSD
# of Institutions
370Shares Held
75.6MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio