SEC Form 13F

FMB WEALTH MANAGEMENT 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$271,835,397
Positions74

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$51,137,4341,152,783
DIMENSIONAL ETF TRUSTDXUVDIMENSIONAL US$21,769,802327,365
AMERICAN CENTY ETF TRAVUSUS EQT ETF$21,720,829169,588
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$17,116,907464,628
DIMENSIONAL ETF TRUSTDXIVINTL VEC EQU ETF$14,127,803201,822
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$11,272,006302,523
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$11,204,187216,757
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$9,091,489110,953
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$8,510,877178,238
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$7,213,541103,198

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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