StockDriftsStockDriftsTop 24 Fmfe Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 25.82% | 535.9K | $27.8M | +0.64%(+3.42K) | — | 2024-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 21.95% | 601.6K | $23.6M | +1.11%(+6.63K) | — | 2024-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 20.54% | 375.6K | $22.1M | +0.59%(+2.21K) | — | 2024-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 12.49% | 374.2K | $13.5M | +2.77%(+10.07K) | — | 2024-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 11.4% | 204.3K | $12.3M | -0.07%(-136) | — | 2024-06-30 | |
| MSFT | MICROSOFT CORP | 1.47% | 3.5K | $1.6M | -0.95%(-34) | — | 2024-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.08% | 35.9K | $1.2M | +0.46%(+163) | — | 2024-06-30 | |
| BRO | BROWN & BROWN INC | 0.87% | 10.5K | $941K | +0.00%(+0) | — | 2024-06-30 | |
| CET | CENTRAL SECS CORP | 0.56% | 13.7K | $602K | +0.00%(+0) | — | 2024-06-30 | |
| LLY | ELI LILLY & CO | 0.5% | 591 | $535K | -14.47%(-100) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Fmfe Wealth Management, Llc reports $107.65M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are DFAT (25.8%), DFUV (21.9%) and DFUS (20.5%). Figures reflect the Q2 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fmfe Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022567). View Fmfe Wealth Management, Llc’s 13F filings on SEC