Fmb Wealth Management Dimensional ETF Tr Dimensional Transaction History
Fmb Wealth Management
- $177 Billion
- Q3 2024
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fmb Wealth Management holds 114,955 shares of DFIC stock, worth $2.97 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
114,955
Previous 77,019
49.26%
Holding current value
$2.97 Million
Previous $2.02 Billion
59.76%
% of portfolio
1.83%
Previous 1.54%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$698 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$665 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$408 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio