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FMB Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

FMB Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.05M Sell
61,391
-1,319
-2% -$102K 1.86% 15
2026
Q1 		$4.46M Sell
62,710
-2,234
-3% -$164K 1.85% 15
2025
Q4 		$4.52M Sell
64,944
-437
-0.7% -$30.1K 1.79% 17
2025
Q3 		$4.48M Sell
65,381
-620
-0.9% -$41.4K 1.9% 17
2025
Q2 		$4.2M Sell
66,001
-1,206
-2% -$72.3K 2% 16
2025
Q1 		$4.02M Sell
67,207
-1,710
-2% -$110K 2.22% 14
2024
Q4 		$4.49M Sell
68,917
-616
-0.9% -$41.2K 2.53% 11
2024
Q3 		$4.51M Sell
69,533
-438
-0.6% -$27.4K 2.55% 10
2024
Q2 		$4.2M Sell
69,971
-1,759
-2% -$106K 3.2% 8
2024
Q1 		$4.47M Sell
71,730
-1,975
-3% -$117K 3.57% 9
2023
Q4 		$4.39M Sell
73,705
-1,687
-2% -$90.4K 4.02% 7
2023
Q3 		$3.96M Sell
75,392
-371
-0.5% -$20.4K 4.25% 7
2023
Q2 		$4.15M Sell
75,763
-996
-1% -$52K 4.41% 6
2023
Q1 		$4.05M Buy
76,759
+1,844
+2% +$99.8K 4.83% 5
2022
Q4 		$3.83M Buy
+74,915
New +$3.86M 4.93% 5

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FMB Wealth Management's DFAS Position: Q2 2026 in Review

FMB Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.1% in Q2 2026, selling an estimated $102K and leaving 61,391 shares worth $5.05M. The position accounts for 1.86% of the portfolio, ranked #15.

FMB Wealth Management first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 911 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • FMB Wealth Management held 61,391 shares of Dimensional US Small Cap ETF worth $5.05M as of Q2 2026.
  • FMB Wealth Management sold 1,319 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $102K.
  • Dimensional US Small Cap ETF made up 1.86% of FMB Wealth Management's portfolio in Q2 2026, its #15 holding.
  • FMB Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 911 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.