Fmb Wealth Management Purchases and Sells in Q3 2024

Fmb Wealth Management

$177 Billion
Q3 2024

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	49.8K + 7.26%	$31.05 - $34.29 $1.55M - $1.71M	736K $25.2B
DFIC	37.9K + 49.26%	$25.36 - $28.37 $962K - $1.08M	115K $3.23B
DFAX	21.4K + 9.25%	$24.29 - $27.25 $521K - $584K	253K $6.84B
AVUS	3.12K + 2.82%	$86.27 - $95.15 $269K - $297K	114K $10.8B
DIMENSIONAL ETF TRUST	9.46K + 30.12%	N/A	40.9K $2.59B
NVDA	5.65K + 34.15%	$98.91 - $134.91 $558K - $762K	22.2K $2.69B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIMENSIONAL ETF TRUST	361K New	N/A	361K $19B
DIMENSIONAL ETF TRUST	227K New	N/A	227K $11.9B
DFCF	5.6K New	$41.34 - $43.55 $232K - $244K	5.6K $242M
NEE	2.74K New	$69.9 - $84.97 $192K - $233K	2.74K $232M
JNJ	1.32K New	$145.48 - $167.38 $192K - $221K	1.32K $214M
VWO	4.4K New	$41.9 - $48.26 $184K - $212K	4.4K $210M

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	-110 - 3.08%	$149.54 - $192.66 $16.4K - $21.2K	3.46K $578M
CVX	-1 - 0.02%	$137.88 - $161.97 $138 - $162	4.34K $640M
DFSD	-1.24K - 2.5%	$47.0 - $47.84 $58.2K - $59.3K	48.3K $2.31B
AZN	-122 - 4.52%	$76.67 - $87.62 $9.35K - $10.7K	2.58K $201M
XOM	-54 - 1.87%	$109.72 - $119.0 $5.92K - $6.43K	2.84K $333M
LYG	-3 - 0.03%	$2.73 - $3.17 $8.19 - $9.51	11.8K $36.9M

Sold Out

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VT	-2.46K Closed	$107.72 - $119.96 $265K - $295K	0 $0

Activity Summary All Purchases 31 New Holdings 7 Increased Positions 24 All Sells 15 Reductions 14 Sold out 1 Calls 0 Puts 0

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