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 (DFAT). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 105,843 | -343 | -0.3% | 2.49% | $6.3M | $59.54 |
| 2025 Q3 | ADDED | 106,186 | +483 | +0.5% | 2.62% | $6.2M | $57.98 |
| 2025 Q2 | REDUCED | 105,703 | -834 | -0.8% | 2.72% | $5.7M | $53.49 |
| 2025 Q1 | REDUCED | 106,537 | -406 | -0.4% | 3.03% | $5.5M | $50.81 |
As of 2025 Q4 — sorted by position size