Fmb Wealth Management Dimensional ETF Tr Dimensional Transaction History
Fmb Wealth Management
- $167 Million
- Q2 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fmb Wealth Management holds 27,418 shares of DFSV stock, worth $886,972. This represents 0.48% of its overall portfolio holdings.
Number of Shares
27,418
Previous 32,995
16.9%
Holding current value
$886,972
Previous $927,000
13.05%
% of portfolio
0.48%
Previous 0.65%
Shares
11 transactions
Others Institutions Holding DFSV
# of Institutions
477Shares Held
129MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$381 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.46MShares$209 Million2.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$188 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$176 Million5.05% of portfolio
-
Ritholtz Wealth Management3.21MShares$104 Million2.12% of portfolio