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 83,723 shares of DFIV stock, worth $2.97 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
83,723
Previous 84,644
1.09%
Holding current value
$2.97 Million
Previous $3.04 Billion
4.8%
% of portfolio
1.8%
Previous 2.31%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$689 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$673 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$397 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$275 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$240 Million0.04% of portfolio