DFAR — 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 (DFAR). 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
0.87% (2025 Q3)
Avg. % of fund
0.73%
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 87,964 +1,970 +2.3% 0.79% $2.0M $22.90
2025 Q3 ADDED 85,994 +15,368 +21.8% 0.87% $2.1M $23.46
2025 Q2 ADDED 70,626 +17,256 +32.3% 0.79% $1.7M $22.94
2025 Q1 ADDED 53,370 +5,170 +10.7% 0.70% $1.3M $23.11
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% of Fund (quarterly)    DFAR price (monthly, adj. close)

Other funds also holding DFAR

As of 2025 Q4 — sorted by position size

Elwood & Goetz Wealth Advisory Group, LLC 3Y 7Y 9.57% Fidato Wealth LLC 3Y 7.66% GREAT OAK CAPITAL PARTNERS, LLC 5.79% RAM Investment Partners, LLC 5.61% Vannoy Advisory Group, Inc. 4.04% Rather & Kittrell, Inc. 3Y 3.72% Onyx Financial Advisors, LLC 3Y 3.63% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 3.51% Core Wealth Management, Inc. 3Y 3.41% Oceanside Advisors LLC 3.08%
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