Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FMB WEALTH MANAGEMENT (CIK 2040224) reported $241.7M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($44.2M, 18.28%), DXUV ($19.4M, 8.04%), AVUS ($18.8M, 7.78%), DFAX ($16.2M, 6.70%), DXIV ($13.7M, 5.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $44.2M | 18.28% | 1.1M | Added |
| 2 | DXUV | DIMENSIONAL ETF TRUST | $19.4M | 8.04% | 327,637 | Trimmed |
| 3 | AVUS | AMERICAN CENTY ETF TR | $18.8M | 7.78% | 169,159 | Added |
| 4 | DFAX | DIMENSIONAL ETF TRUST | $16.2M | 6.70% | 476,589 | Added |
| 5 | DXIV | DIMENSIONAL ETF TRUST | $13.7M | 5.67% | 203,002 | Trimmed |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $9.9M | 4.11% | 279,591 | Added |
| 7 | DFAU | DIMENSIONAL ETF TRUST | $9.8M | 4.06% | 217,434 | Trimmed |
| 8 | DFUS | DIMENSIONAL ETF TRUST | $8.0M | 3.33% | 113,450 | Added |
| 9 | DFSD | DIMENSIONAL ETF TRUST | $7.6M | 3.16% | 159,372 | Added |
| 10 | DFAT | DIMENSIONAL ETF TRUST | $6.6M | 2.72% | 105,287 | Trimmed |
| 11 | AVDE | AMERICAN CENTY ETF TR | $6.5M | 2.68% | 76,358 | Added |
| 12 | AVGE | AMERICAN CENTY ETF TR | $5.5M | 2.26% | 61,992 | Trimmed |
| 13 | DFUV | DIMENSIONAL ETF TRUST | $5.1M | 2.12% | 105,699 | Trimmed |
| 14 | DFAI | DIMENSIONAL ETF TRUST | $4.9M | 2.04% | 126,664 | Trimmed |
| 15 | DFAS | DIMENSIONAL ETF TRUST | $4.5M | 1.85% | 62,710 | Trimmed |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $4.3M | 1.77% | 81,147 | Trimmed |
| 17 | AAPL | APPLE INC | $4.1M | 1.71% | 16,303 | Trimmed |
| 18 | DCOR | DIMENSIONAL ETF TRUST | $3.4M | 1.39% | 46,653 | Added |
| 19 | DUSB | DIMENSIONAL ETF TRUST | $3.2M | 1.31% | 62,232 | Trimmed |
| 20 | DFAE | DIMENSIONAL ETF TRUST | $2.9M | 1.19% | 85,045 | Trimmed |
| 21 | VTI | VANGUARD INDEX FDS | $2.8M | 1.17% | 8,806 | Added |
| 22 | AVUV | AMERICAN CENTY ETF TR | $2.6M | 1.07% | 23,373 | Hold |
| 23 | NVDA | NVIDIA CORPORATION | $2.4M | 1.01% | 13,962 | Trimmed |
| 24 | AMGN | AMGEN INC | $2.3M | 0.94% | 6,434 | Trimmed |
| 25 | DFAR | DIMENSIONAL ETF TRUST | $2.2M | 0.92% | 94,317 | Added |
Source: SEC Form 13F filings · as of 2026-03-31