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 (DFIC). 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 | 260,783 | +11,705 | +4.7% | 3.55% | $9.0M | $34.46 |
| 2025 Q3 | ADDED | 249,078 | +46,371 | +22.9% | 3.46% | $8.2M | $32.56 |
| 2025 Q2 | ADDED | 202,707 | +68,686 | +51.3% | 3.00% | $6.3M | $30.75 |
| 2025 Q1 | ADDED | 134,021 | +8,140 | +6.5% | 2.06% | $3.7M | $27.09 |
| 2024 Q4 | ADDED | 125,881 | +80,955 | +180.2% | 1.83% | $3.3M | $25.14 |
| 2024 Q3 | INITIATED | 44,926 | — | — | 0.96% | $1.2M | $27.15 |
As of 2025 Q4 — sorted by position size