StockDriftsStockDriftsTop 50 Fmb Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 18.28% | 1.14M | $44.2M | +0.37%(+4.18K) | $28.96(+49.23%) | 2026-03-31 | |
| DXUV | DIMENSIONAL ETF TRUST | 8.04% | 327.6K | $19.4M | -0.37%(-1.21K) | $52.71(+22.84%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 7.78% | 169.2K | $18.8M | +11.21%(+17.05K) | $78.25(+59.84%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 6.7% | 476.6K | $16.2M | +2.36%(+10.97K) | $24.99(+50.13%) | 2026-03-31 | |
| DXIV | DIMENSIONAL ETF TRUST | 5.67% | 203.0K | $13.7M | -0.32%(-653) | $52.30(+38.28%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.11% | 279.6K | $9.9M | +7.21%(+18.81K) | $28.66(+32.89%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 4.06% | 217.4K | $9.8M | -0.29%(-630) | $29.50(+72.75%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.33% | 113.5K | $8.0M | +0.91%(+1.02K) | $42.50(+89.92%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.16% | 159.4K | $7.6M | +6.76%(+10.10K) | $47.37(+1.10%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.72% | 105.3K | $6.6M | -0.53%(-556) | $41.55(+58.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.75% | +51.11% |
| Top 20 Holdings Unweighted | +14.65% | +50.70% |
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