Fmb Wealth Management Dimensional ETF Tr Transaction History
Fmb Wealth Management
- $178 Billion
- Q4 2024
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fmb Wealth Management holds 154,963 shares of DFAI stock, worth $4.95 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
154,963
Previous 155,165
0.13%
Holding current value
$4.95 Million
Previous $4.93 Billion
8.24%
% of portfolio
2.55%
Previous 2.79%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$212 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$191 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio