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 23,061 shares of DFSD stock, worth $1.1 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
23,061
Previous 20,436 12.84%
Holding current value
$1.1 Million
Previous $948 Million 14.38%
% of portfolio
0.99%
Previous 1.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Oct 15, 2024

BUY
$46.16 - $47.09 $121,169 - $123,611
2,625 Added 12.84%
23,061 $1.08 Billion
Q3 2023

Oct 15, 2024

BUY
$46.24 - $46.65 $117,634 - $118,677
2,544 Added 14.22%
20,436 $948 Million
Q2 2023

Oct 15, 2024

BUY
$46.28 - $46.83 $647 - $655
14 Added 0.08%
17,892 $829 Million
Q1 2023

Oct 15, 2024

BUY
$46.1 - $46.75 $189,424 - $192,095
4,109 Added 29.84%
17,878 $834 Million
Q4 2022

Oct 15, 2024

BUY
$45.19 - $46.47 $622,221 - $639,845
13,769 New
13,769 $635 Million

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Fmb Wealth Management Portfolio

Follow Fmb Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fmb Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Fmb Wealth Management with notifications on news.