Fmb Wealth Management Dimensional ETF Tr Dimensional Transaction History
Fmb Wealth Management
- $142 Million
- Q1 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 32,995 shares of DFSV stock, worth $943,986. This represents 0.65% of its overall portfolio holdings.
Number of Shares
32,995
Previous 27,339
20.69%
Holding current value
$943,986
Previous $842 Million
99.89%
% of portfolio
0.65%
Previous 0.47%
Shares
10 transactions
Others Institutions Holding DFSV
# of Institutions
439Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$268 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$218 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$166 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$144 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$143 Million1.64% of portfolio