Fmb Wealth Management Dimensional ETF Tr U S Equity Transaction History
Fmb Wealth Management
- $177 Billion
- Q3 2024
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Fmb Wealth Management holds 122,498 shares of DFUS stock, worth $8.01 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
122,498
Previous 122,018
0.39%
Holding current value
$8.01 Million
Previous $7.18 Billion
6.11%
% of portfolio
4.31%
Previous 5.46%
Shares
8 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$572 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$520 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$383 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$325 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$269 Million0.08% of portfolio