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David Howerton

Fmb Wealth Management

Assets Managed
$241.707M
Holdings
73
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
-4.62%(2Q avg: 1.36%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fmb Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Fmb Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 241.707M in assets, with a quarterly growth rate of -4.62% and a 2-quarter average growth rate of 1.36%. The portfolio is managed by David Howerton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 0.37%
18.28%
$44.178M
1.137M shares@ $38.87 avg price
DXUV
Dimensional Us Vtor Eqty Etf
Recent Activity
Decreased -0.36%
8.05%
$19.445M
327,637 shares@ $59.35 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 11.22%
7.79%
$18.807M
169,159 shares@ $111.18 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 2.36%
6.7%
$16.19M
476,589 shares@ $33.97 avg price
DXIV
Dimensional Intr Vtor E Etf
Recent Activity
Decreased -0.32%
5.68%
$13.71M
203,002 shares@ $67.54 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 7.22%
4.11%
$9.934M
279,591 shares@ $35.53 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -0.28%
4.06%
$9.811M
217,434 shares@ $45.13 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 0.91%
3.33%
$8.045M
113,450 shares@ $70.91 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 6.77%
3.16%
$7.631M
159,372 shares@ $47.89 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -0.52%
2.73%
$6.575M
105,287 shares@ $62.46 avg price

1-10 of 73