Fmb Wealth Management Dimensional ETF Tr Inflation P Transaction History
Fmb Wealth Management
- $178 Billion
- Q4 2024
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Fmb Wealth Management holds 24,260 shares of DFIP stock, worth $995,872. This represents 0.55% of its overall portfolio holdings.
Number of Shares
24,260
Previous 20,568
17.95%
Holding current value
$995,872
Previous $870 Million
12.96%
% of portfolio
0.55%
Previous 0.49%
Shares
5 transactions
Others Institutions Holding DFIP
# of Institutions
118Shares Held
13.2MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$144 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.1 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$33 Million4.54% of portfolio
-
Planning Center, Inc.754KShares$31 Million5.34% of portfolio
-
Geometric Wealth Advisors430KShares$17.6 Million3.51% of portfolio