Fmb Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Fmb Wealth Management
- $178 Billion
- Q4 2024
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Fmb Wealth Management holds 803,720 shares of DFAC stock, worth $26.4 Million. This represents 15.66% of its overall portfolio holdings.
Number of Shares
803,720
Previous 735,620
9.26%
Holding current value
$26.4 Million
Previous $25.2 Billion
10.21%
% of portfolio
15.66%
Previous 14.26%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$597 Million0.26% of portfolio