DFSD — 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 (DFSD). 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
2.82% (2025 Q4)
Avg. % of fund
2.26%
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 149,274 +35,296 +31.0% 2.82% $7.2M $47.95
2025 Q3 ADDED 113,978 +10,972 +10.7% 2.33% $5.5M $47.42
2025 Q2 ADDED 103,006 +4,980 +5.1% 2.35% $4.9M $46.72
2025 Q1 ADDED 98,026 +25,468 +35.1% 2.58% $4.7M $45.83
2024 Q4 ADDED 72,558 +30,935 +74.3% 1.92% $3.4M $44.98
2024 Q3 INITIATED 41,623 — — 1.56% $2.0M $44.94
% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Planning Center, Inc. 3Y 13.19% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% Rather & Kittrell, Inc. 3Y 9.51% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1%
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