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 $28.7 Million. This represents 15.66% of its overall portfolio holdings.
Number of Shares
803,720
Previous 735,620
9.26%
Holding current value
$28.7 Million
Previous $25.2 Billion
10.21%
% of portfolio
15.66%
Previous 14.26%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
972Shares Held
755MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio