Fmb Wealth Management Dimensional ETF Tr U S Equity Transaction History
Fmb Wealth Management
- $109 Billion
- Q4 2023
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Fmb Wealth Management holds 120,221 shares of DFUS stock, worth $7.6 Million. This represents 5.69% of its overall portfolio holdings.
Number of Shares
120,221
Previous 120,827
0.5%
Holding current value
$7.6 Million
Previous $5.62 Billion
10.78%
% of portfolio
5.69%
Previous 6.04%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
630Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$503 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$374 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$319 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$262 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$232 Million0.23% of portfolio