Fmb Wealth Management Incresed Positions in Q3 2025

Fmb Wealth Management

  • $191 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
110K
+ 11.3%
$36.04 - $38.78 $3.96M - $4.26M
1.08M $41.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
46.4K
+ 22.88%
$30.76 - $33.01 $1.43M - $1.53M
249K $8.17M
DFAX
Dimensional ETF Tr
32.3K
+ 7.91%
$29.25 - $31.56 $945K - $1.02M
441K $13.8M
AVUS
American Centy ETF Tr Avantis

ETFs
4.28K
+ 3.06%
$101.2 - $109.16 $434K - $468K
144K $15.7M
AAPL
Apple Inc.

Technology
223
+ 1.14%
$202.38 - $256.87 $45.1K - $57.3K
19.8K $5.05M
DFAE
Dimensional ETF Tr

ETFs
8.69K
+ 5.65%
$28.84 - $31.84 $251K - $277K
162K $5.12M
DFUS
Dimensional ETF Tr U S Equity

ETFs
847
+ 0.76%
$67.01 - $72.84 $56.8K - $61.7K
112K $8.13M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
15K
+ 52.4%
$29.55 - $32.52 $443K - $488K
43.6K $1.4M
NVDA
Nvidia Corp

Technology
60
+ 0.32%
$153.3 - $186.58 $9.2K - $11.2K
18.8K $3.51M
DFSD
Dimensional ETF Tr Short Durat

ETFs
11K
+ 10.65%
$47.86 - $48.43 $525K - $531K
114K $5.49M
DFAR
Dimensional ETF Tr Dimensional

ETFs
15.4K
+ 21.76%
$22.9 - $24.1 $352K - $370K
86K $2.05M
AVDE
American Centy ETF Tr Avantis

ETFs
853
+ 1.3%
$73.24 - $79.04 $62.5K - $67.4K
66.6K $5.26M
DFAI
Dimensional ETF Tr

ETFs
933
+ 0.61%
$34.05 - $36.55 $31.8K - $34.1K
154K $5.59M
GOOGL
Alphabet Inc.

Communication Services
12
+ 0.3%
$174.36 - $254.72 $2.09K - $3.06K
3.98K $967K
AVEM
American Centy ETF Tr Avantis

ETFs
391
+ 1.78%
$68.33 - $75.41 $26.7K - $29.5K
22.3K $1.68M
DFIP
Dimensional ETF Tr Inflation P

ETFs
2.37K
+ 8.09%
$41.6 - $42.66 $98.5K - $101K
31.6K $1.33M
MU
Micron Technology Inc

Technology
2
+ 0.11%
$104.88 - $168.89 $210 - $338
1.76K $294K
DFSV
Dimensional ETF Tr Dimensional

ETFs
297
+ 1.08%
$29.2 - $32.74 $8.67K - $9.72K
27.7K $882K
AVSU
American Centy ETF Tr Avantis

ETFs
145
+ 1.3%
$68.72 - $74.09 $9.96K - $10.7K
11.3K $829K
C
Citigroup Inc

Financial Services
103
+ 4.1%
$85.57 - $103.49 $8.81K - $10.7K
2.62K $265K
JPM
Jpmorgan Chase & CO

Financial Services
7
+ 0.55%
$282.78 - $316.06 $1.98K - $2.21K
1.28K $402K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.14%
$357.4 - $423.42 $357 - $423
708 $286K
XOM
Exxon Mobil Corp

Energy
1
+ 0.04%
$105.83 - $117.22 $106 - $117
2.85K $320K
American Centy ETF Tr
136
+ 3.46%
N/A
4.07K $0
Dimensional ETF Trust
8.86K
+ 16.61%
N/A
62.2K $0
Dimensional ETF Trust
3.96K
+ 60.6%
N/A
10.5K $0
DIS
Walt Disney CO

Communication Services
19
+ 0.86%
$112.25 - $124.0 $2.13K - $2.36K
2.23K $254K
Activity Summary
Buys All Purchases 35 New Holdings 7 Increased Positions 28 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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