Fmb Wealth Management Dimensional ETF Tr Transaction History
Fmb Wealth Management
- $177 Billion
- Q3 2024
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fmb Wealth Management holds 198,774 shares of DFAU stock, worth $8.37 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
198,774
Previous 199,209
0.22%
Holding current value
$8.37 Million
Previous $7.47 Billion
5.64%
% of portfolio
4.46%
Previous 5.68%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
418Shares Held
109MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$203 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$155 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$121 Million0.71% of portfolio