FWM
DFUS

FMB Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

FMB Wealth Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.09M Sell
110,953
-2,497
-2% -$197K 3.34% 8
2026
Q1 		$8.04M Buy
113,450
+1,019
+0.9% +$75.5K 3.33% 8
2025
Q4 		$8.34M Buy
112,431
+242
+0.2% +$17.8K 3.29% 8
2025
Q3 		$8.13M Buy
112,189
+847
+0.8% +$59K 3.44% 8
2025
Q2 		$7.46M Buy
111,342
+3,046
+3% +$189K 3.55% 7
2025
Q1 		$6.55M Sell
108,296
-13,896
-11% -$888K 3.62% 7
2024
Q4 		$7.79M Sell
122,192
-306
-0.2% -$19.6K 4.39% 6
2024
Q3 		$7.62M Buy
122,498
+480
+0.4% +$28.7K 4.31% 6
2024
Q2 		$7.18M Sell
122,018
-86
-0.1% -$4.89K 5.46% 4
2024
Q1 		$6.96M Buy
122,104
+1,883
+2% +$102K 5.55% 4
2023
Q4 		$6.23M Sell
120,221
-606
-0.5% -$29.3K 5.69% 4
2023
Q3 		$5.62M Buy
120,827
+13,925
+13% +$673K 6.04% 4
2023
Q2 		$5.15M Sell
106,902
-29
-0% -$1.32K 5.47% 5
2023
Q1 		$4.75M Buy
106,931
+1,080
+1% +$46.9K 5.67% 4
2022
Q4 		$4.4M Buy
+105,851
New +$4.43M 5.67% 4

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

FMB Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 2.2% in Q2 2026, selling an estimated $197K and leaving 110,953 shares worth $9.09M. The position accounts for 3.34% of the portfolio, ranked #8.

FMB Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • FMB Wealth Management held 110,953 shares of Dimensional US Equity ETF worth $9.09M as of Q2 2026.
  • FMB Wealth Management sold 2,497 Dimensional US Equity ETF shares in Q2 2026, an estimated $197K.
  • Dimensional US Equity ETF made up 3.34% of FMB Wealth Management's portfolio in Q2 2026, its #8 holding.
  • FMB Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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