DFUS — 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 (DFUS). 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
5.55% (2024 Q3)
Avg. % of fund
3.97%
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 112,431 +242 +0.2% 3.29% $8.3M $74.17
2025 Q3 ADDED 112,189 +847 +0.8% 3.44% $8.1M $72.29
2025 Q2 ADDED 111,342 +3,046 +2.8% 3.55% $7.5M $66.71
2025 Q1 REDUCED 108,296 -13,896 -11.4% 3.62% $6.5M $60.04
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFUS price (monthly, adj. close)

Other funds also holding DFUS

As of 2025 Q4 — sorted by position size

G2 CAPITAL MANAGEMENT, LLC / OH 3Y 41.27% Heritage Wealth Management, Inc./Texas 3Y 28.43% Flagstone Financial Management 3Y 28.27% Great Waters Wealth Management 3Y 21.91% Colony Family Offices, LLC 3Y 21.02% Disciplined Equity Management, Inc. 3Y 20.24% Root Financial Partners, LLC 20.17% Foundry Financial LLC 18.2% OLIO Financial Planning 3Y 17.81% KM Capital Management Ltd. 3Y 17.28%
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