FMB WEALTH MANAGEMENT: 13F holdings
CIK 20402242026Q2
| Positions | 74 |
|---|---|
| Reported value | $271.8m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1,152,783 | $51.1m | 18.8% |
| DIMENSIONAL ETF TRUST | 327,365 | $21.8m | 8.0% |
| AVUS AMERICAN CENTY ETF TR | 169,588 | $21.7m | 8.0% |
| DFAX DIMENSIONAL ETF TRUST | 464,628 | $17.1m | 6.3% |
| DIMENSIONAL ETF TRUST | 201,822 | $14.1m | 5.2% |
| DFIC DIMENSIONAL ETF TRUST | 302,523 | $11.3m | 4.1% |
| PAVE DIMENSIONAL ETF TRUST | 216,757 | $11.2m | 4.1% |
| DFUS DIMENSIONAL ETF TRUST | 110,953 | $9.1m | 3.3% |
| DFSD DIMENSIONAL ETF TRUST | 178,238 | $8.5m | 3.1% |
| DIMENSIONAL ETF TRUST | 103,198 | $7.2m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2040224")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.