Ownership history in FMB WEALTH MANAGEMENT · 5 quarters on record
This page tracks every 13F SEC filing in which FMB WEALTH MANAGEMENT reported a position in DIMENSIONAL ETF TRUST (DXIV). 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 | REDUCED | 203,655 | -4,320 | -2.1% | 5.23% | $13.3M | $65.07 |
| 2025 Q3 | REDUCED | 207,975 | -91 | -0.0% | 5.42% | $12.8M | $61.06 |
| 2025 Q2 | REDUCED | 208,066 | -2,052 | -1.0% | 5.75% | $12.1M | $57.38 |
| 2025 Q1 | REDUCED | 210,118 | -16,578 | -7.3% | 6.03% | $10.9M | $50.60 |
As of 2025 Q4 — sorted by position size