DFAC — DIMENSIONAL ETF TRUST

Ownership history in FMB WEALTH MANAGEMENT  ·  6 quarters on record

This page tracks every 13F SEC filing in which FMB WEALTH MANAGEMENT reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
17.69% (2025 Q4)
Avg. % of fund
16.59%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,132,662 +50,743 +4.7% 17.69% $44.8M $39.59
2025 Q3 ADDED 1,081,919 +109,844 +11.3% 17.67% $41.7M $38.48
2025 Q2 ADDED 972,075 +117,269 +13.7% 16.59% $34.8M $35.66
2025 Q1 ADDED 854,806 +51,086 +6.4% 15.60% $28.2M $32.72
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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