DFUV — 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 (DFUV). 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
3.5% (2024 Q3)
Avg. % of fund
2.41%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 106,548 -452 -0.4% 1.96% $5.0M $46.59
2025 Q3 UNCHANGED 107,000 — 0% 2.03% $4.8M $44.53
2025 Q2 ADDED 107,000 +1,225 +1.2% 2.15% $4.5M $41.95
2025 Q1 UNCHANGED 105,775 — 0% 2.41% $4.4M $40.69
2024 Q4 REDUCED 105,775 -1,495 -1.4% 2.44% $4.3M $40.25
2024 Q3 INITIATED 107,270 — — 3.50% $4.4M $40.83
% of Fund (quarterly)    DFUV price (monthly, adj. close)

Other funds also holding DFUV

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.63% Disciplined Equity Management, Inc. 3Y 19.37% DIXON FNANCIAL SERVICES, INC. 3Y 15.72% Team Hewins, LLC 3Y 14.58% Heritage Wealth Management, Inc./Texas 3Y 13.66% Parkwoods Wealth Partners, LLC 12.92% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.85% Meritas Wealth Management, LLC 12.63% Index Fund Advisors, Inc. 3Y 12.54% Triune Financial Partners, LLC 10.82%
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