DUSB — 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 (DUSB). 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
1.34% (2025 Q3)
Avg. % of fund
1.13%
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 62,573 +377 +0.6% 1.25% $3.2M $50.43
2025 Q3 ADDED 62,196 +8,859 +16.6% 1.34% $3.2M $49.92
2025 Q2 ADDED 53,337 +17,653 +49.5% 1.29% $2.7M $49.34
2025 Q1 REDUCED 35,684 -769 -2.1% 1.00% $1.8M $48.79
2024 Q4 ADDED 36,453 +14,817 +68.5% 1.04% $1.8M $48.24
2024 Q3 INITIATED 21,636 — — 0.87% $1.1M $47.63
% of Fund (quarterly)    DUSB price (monthly, adj. close)

Other funds also holding DUSB

As of 2025 Q4 — sorted by position size

Planning Center, Inc. 3Y 17.67% Rachor Investment Advisory Services, LLC 10.02% American Capital Advisory, LLC 7.69% Sterling Wealth Management, Inc. 6.82% TAGStone Capital, Inc. 3Y 5.28% Hiley Hunt Wealth Management 5.02% Onyx Financial Advisors, LLC 3Y 4.39% Foundry Financial LLC 4.38% SC&H Financial Advisors, Inc. 3Y 4.22% SJS Investment Consulting Inc. 3Y 4.12%
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