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 (DFAX). 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 | ADDED | 465,617 | +24,716 | +5.6% | 6.01% | $15.2M | $32.73 |
| 2025 Q3 | ADDED | 440,901 | +32,313 | +7.9% | 5.86% | $13.8M | $31.16 |
| 2025 Q2 | ADDED | 408,588 | +36,662 | +9.9% | 5.71% | $12.0M | $28.99 |
| 2025 Q1 | ADDED | 371,926 | +60,059 | +19.3% | 5.39% | $9.7M | $25.54 |
| 2024 Q4 | ADDED | 311,867 | +110,554 | +54.9% | 4.37% | $7.8M | $24.17 |
| 2024 Q3 | INITIATED | 201,313 | — | — | 4.09% | $5.1M | $26.02 |
As of 2025 Q4 — sorted by position size