Fmb Wealth Management Incresed Positions in Q2 2025

Fmb Wealth Management

  • $167 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
117K
+ 13.72%
$29.12 - $35.84 $3.41M - $4.2M
972K $34.8M
AVUS
American Centy ETF Tr Avantis

ETFs
14.9K
+ 11.88%
$81.38 - $100.82 $1.21M - $1.5M
140K $14.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
68.7K
+ 51.25%
$24.94 - $31.15 $1.71M - $2.14M
203K $6.3M
DFAX
Dimensional ETF Tr
36.7K
+ 9.86%
$23.37 - $29.39 $857K - $1.08M
409K $12M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.05K
+ 2.81%
$53.65 - $67.02 $163K - $204K
111K $7.46M
DFAE
Dimensional ETF Tr

ETFs
12.5K
+ 8.85%
$22.87 - $28.95 $286K - $362K
154K $4.45M
AVEM
American Centy ETF Tr Avantis

ETFs
8.13K
+ 58.87%
$53.08 - $68.54 $432K - $557K
21.9K $1.5M
AVDE
American Centy ETF Tr Avantis

ETFs
1.33K
+ 2.06%
$59.32 - $74.36 $78.7K - $98.7K
65.8K $4.87M
MSFT
Microsoft Corp

Technology
105
+ 3.17%
$354.56 - $497.45 $37.2K - $52.2K
3.42K $1.7M
DFAR
Dimensional ETF Tr Dimensional

ETFs
17.3K
+ 32.33%
$20.99 - $23.93 $362K - $413K
70.6K $1.66M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.98K
+ 5.08%
$47.09 - $48.01 $235K - $239K
103K $4.95M
NFLX
Netflix Inc

Communication Services
34
+ 6.01%
$855.86 - $1339.13 $29.1K - $45.5K
600 $803K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.23K
+ 1.16%
$36.25 - $42.28 $44.4K - $51.8K
107K $4.52M
AAPL
Apple Inc.

Technology
2.16K
+ 12.36%
$172.42 - $223.89 $372K - $482K
19.6K $4.02M
CRWD
Crowd Strike Holdings, Inc.

Technology
9
+ 1.37%
$321.63 - $509.31 $2.89K - $4.58K
665 $338K
GOOGL
Alphabet Inc.

Communication Services
49
+ 1.25%
$144.7 - $178.6 $7.09K - $8.75K
3.97K $698K
BA
Boeing CO

Industrials
1
+ 0.05%
$136.59 - $217.51 $137 - $218
2.06K $430K
JPM
Jpmorgan Chase & CO

Financial Services
25
+ 2.01%
$210.28 - $289.91 $5.26K - $7.25K
1.27K $367K
BAC
Bank Of America Corp

Financial Services
1
+ 0.01%
$34.39 - $47.46 $34.4 - $47.5
8.69K $411K
AVRE
American Centy ETF Tr Avantis
533
+ 10.12%
$38.75 - $44.92 $20.7K - $23.9K
5.8K $256K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 6.49%
$908.13 - $1056.85 $13.6K - $15.9K
246 $243K
T
At&T Inc.

Communication Services
190
+ 2.55%
$26.33 - $28.94 $5K - $5.5K
7.65K $221K
Dimensional ETF Trust
17.7K
+ 49.47%
N/A
53.3K $0
Dimensional ETF Trust
1.4K
+ 27.29%
N/A
6.53K $0
Dimensional ETF Trust
519
+ 1.22%
N/A
43.1K $0
AVGE
American Centy ETF Tr Avantis
1.8K
+ 2.96%
N/A
62.6K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
138
+ 7.85%
$483.48 - $539.8 $66.7K - $74.5K
1.9K $921K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.56%
$157.66 - $172.39 $1.26K - $1.38K
1.43K $227K
CVX
Chevron Corp

Energy
208
+ 2.53%
$133.73 - $168.51 $27.8K - $35.1K
8.42K $1.21M
Activity Summary
Buys All Purchases 42 New Holdings 12 Increased Positions 30 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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