Fmb Wealth Management Incresed Positions in Q4 2024

Fmb Wealth Management

  • $178 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
68.1K
+ 9.26%
$33.92 - $36.6 $2.31M - $2.49M
804K $27.8B
DFSD
Dimensional ETF Tr Short Durat

ETFs
24.2K
+ 50.13%
$46.75 - $47.8 $1.13M - $1.16M
72.6K $3.4B
DFAX
Dimensional ETF Tr
58.7K
+ 23.2%
$24.76 - $27.04 $1.45M - $1.59M
312K $7.75B
DFAU
Dimensional ETF Tr

ETFs
6.07K
+ 3.05%
$39.27 - $42.38 $238K - $257K
205K $8.29B
TSLA
Tesla, Inc.

Consumer Cyclical
79
+ 3.77%
$213.65 - $479.86 $16.9K - $37.9K
2.18K $879M
DFIP
Dimensional ETF Tr Inflation P

ETFs
3.69K
+ 17.95%
$40.31 - $42.43 $149K - $157K
24.3K $982M
GOOGL
Alphabet Inc.

Communication Services
14
+ 0.37%
$161.86 - $196.66 $2.27K - $2.75K
3.78K $716M
GOOG
Alphabet Inc.

Communication Services
6
+ 0.17%
$163.08 - $198.16 $978 - $1.19K
3.46K $659M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.82K
+ 7.12%
$30.18 - $33.87 $54.8K - $61.5K
27.3K $842M
Dimensional ETF Trust
173
+ 0.42%
N/A
41K $2.63B
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.9K
+ 9.5%
$25.61 - $28.0 $280K - $306K
126K $3.25B
ROK
Rockwell Automation, Inc

Industrials
2
+ 0.2%
$264.65 - $302.92 $529 - $606
1K $287M
Dimensional ETF Trust
428
+ 3.56%
N/A
12.5K $624M
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.43%
$385.02 - $431.37 $1.16K - $1.29K
707 $275M
XOM
Exxon Mobil Corp

Energy
7
+ 0.25%
$105.51 - $125.37 $739 - $878
2.84K $306M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
661
+ 1.88%
$26.16 - $28.82 $17.3K - $19.1K
35.8K $937M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.4K
+ 100.0%
$18.41 - $40.87 $246K - $547K
26.8K $495M
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.27K
+ 4.93%
$22.72 - $25.76 $51.5K - $58.3K
48.2K $1.12B
AVEM
American Centy ETF Tr Avantis

ETFs
41
+ 0.3%
$58.59 - $66.14 $2.4K - $2.71K
13.8K $812M
AVGE
American Centy ETF Tr Avantis
27
+ 0.04%
N/A
60.7K $4.39B
DFAE
Dimensional ETF Tr

ETFs
260
+ 0.19%
$25.36 - $28.15 $6.59K - $7.32K
140K $3.54B
Activity Summary
Buys All Purchases 24 New Holdings 2 Increased Positions 22 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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