Fmb Wealth Management Dimensional ETF Tr Dimensional Transaction History

Fmb Wealth Management

$142 Million
Q1 2025

A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fmb Wealth Management holds 32,995 shares of DFSV stock, worth $846,321. This represents 0.65% of its overall portfolio holdings.

Number of Shares

32,995

Previous 27,339 20.69%

Holding current value

$846,321

Previous $842 Million 99.89%

% of portfolio

0.65%

Previous 0.47%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$27.56 - $32.1 $155,879 - $181,557	5,656 Added 20.69%	32,995 $927,000
Q4 2024 Jan 29, 2025	BUY	$30.18 - $33.87 $54,806 - $61,507	1,816 Added 7.12%	27,339 $842 Million
Q3 2024 Nov 01, 2024	BUY	$28.25 - $31.7 $28 - $31	1 Added 0.0%	25,523 $786 Million
Q2 2024 Nov 01, 2024	BUY	$27.81 - $30.13 $5,089 - $5,513	183 Added 0.72%	25,522 $735 Million
Q1 2024 Nov 01, 2024	BUY	$27.45 - $30.1 $14,328 - $15,712	522 Added 2.1%	25,339 $763 Million
Q4 2023 Oct 15, 2024	BUY	$23.61 - $29.53 $12,584 - $15,739	533 Added 2.19%	24,817 $723 Million
Q3 2023 Oct 15, 2024	BUY	$24.97 - $27.69 $125,124 - $138,754	5,011 Added 26.0%	24,284 $615 Million
Q2 2023 Oct 15, 2024	BUY	$23.17 - $25.7 $170,878 - $189,537	7,375 Added 61.99%	19,273 $495 Million
Q1 2023 Oct 15, 2024	BUY	$23.74 - $28.31 $35,016 - $41,757	1,475 Added 14.15%	11,898 $297 Million
Q4 2022 Oct 15, 2024	BUY	$22.47 - $26.46 $234,204 - $275,792	10,423 New	10,423 $258 Million

Others Institutions Holding DFSV

# of Institutions

418

Shares Held

111M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fmb Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Fmb Wealth Management with notifications on news.

Account

Fmb Wealth Management Dimensional ETF Tr Dimensional Transaction History