§ 13F · FUND PROFILE
FMB WEALTH MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $210.0T (13F)Positions · 117Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$253.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.13M | $44.8T | 17.7% | NEW |
| 2 | DXUV | DIMENSIONAL ETF TRUST | 329K | $19.7T | 7.8% | NEW |
| 3 | AVUS | AMERICAN CENTY ETF TR | 152K | $17.0T | 6.7% | NEW |
| 4 | DFAX | DIMENSIONAL ETF TRUST | 466K | $15.2T | 6.0% | NEW |
| 5 | DXIV | DIMENSIONAL ETF TRUST | 204K | $13.3T | 5.2% | NEW |
| 6 | DFAU | DIMENSIONAL ETF TRUST | 218K | $10.2T | 4.0% | NEW |
| 7 | DFIC | DIMENSIONAL ETF TRUST | 261K | $9.0T | 3.5% | NEW |
| 8 | DFUS | DIMENSIONAL ETF TRUST | 112K | $8.3T | 3.3% | NEW |
| 9 | DFSD | DIMENSIONAL ETF TRUST | 149K | $7.2T | 2.8% | NEW |
| 10 | DFAT | DIMENSIONAL ETF TRUST | 106K | $6.3T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FMB SIGNAL
AC read
FMB WEALTH MANAGEMENT is a Other fund managing $210020.0 trillion in assets. The fund runs a portfolio of 117 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed