DXUV — DIMENSIONAL ETF TRUST

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 (DXUV). 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
10.7% (2024 Q4)
Avg. % of fund
9.01%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 328,843 -10,023 -3.0% 7.76% $19.7M $59.78
2025 Q3 REDUCED 338,866 -17 -0.0% 8.39% $19.8M $58.25
2025 Q2 REDUCED 338,883 -1,572 -0.5% 8.75% $18.4M $53.91
2025 Q1 REDUCED 340,455 -19,175 -5.3% 9.47% $17.1M $49.82
2024 Q4 INITIATED 359,630 — — 10.70% $19.0M $52.28
% of Fund (quarterly)    DXUV price (monthly, adj. close)

Other funds also holding DXUV

As of 2025 Q4 — sorted by position size

BCR Wealth Strategies, LLC 3Y 14.73% Corus Family Wealth Advisors 3Y 3.8% STAGE HARBOR FINANCIAL, LLC 2.57% VanderPol Investments L.L.C. 2.33% American Trust 3Y 1.27% SwitchPoint Financial Planning, LLC 0.66% LVZ, Inc. 3Y 7Y 0.62% Applied Capital LLC 3Y 0.35% RFG Advisory, LLC 3Y 7Y 0.29% Beacon Pointe Advisors, LLC 3Y 7Y 0.29%
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