Ownership history in FMB WEALTH MANAGEMENT Β· 6 quarters on record
This page tracks every 13F SEC filing in which FMB WEALTH MANAGEMENT reported a position in DIMENSIONAL ETF TRUST (DFAI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π FMB WEALTH MANAGEMENT outperformed the S&P 500 by +2.7% annually on this DFAI position. Timing score: 20% (1/5 decisions correct). Average cost basis: $30.79. Maximum drawdown during holding period: β7.4%.
β
Outperformed SPY on this position by 2.7% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct
Best entry: $30.71 (2024 Q3) Β· Worst: $38.11 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.33% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size