Fmb Wealth Management DIMENSIONAL ETF TRUST Transaction History

Fmb Wealth Management

  • $178 Billion
  • Q4 2024
Number of Shares
36,453
Previous 36,883 1.17%
Holding current value
$1.84 Billion
Previous $1.87 Billion 1.52%
% of portfolio
1.04%
Previous 1.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
N/A
-430 Reduced 1.17%
36,453 $1.84 Billion
Q3 2024

Nov 01, 2024
BUY
N/A
6,992 Added 23.39%
36,883 $1.87 Billion
Q2 2024

Nov 01, 2024
BUY
N/A
8,255 Added 38.15%
29,891 $1.51 Billion
Q1 2024

Nov 01, 2024
BUY
N/A
17,549 Added 429.39%
21,636 $1.09 Billion
Q4 2023

Oct 15, 2024
BUY
N/A
4,087 New
4,087 $206 Million
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