Ownership history in 1900 WEALTH MANAGEMENT LLC · 19 quarters on record
This page tracks every 13F SEC filing in which 1900 WEALTH MANAGEMENT LLC reported a position in DIMENSIONAL ETF TRUST (DFUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 761,298 | -4,312 | -0.6% | 3.62% | $56.5M | $74.17 |
| 2025 Q3 | REDUCED | 765,610 | -1,014 | -0.1% | 3.76% | $55.5M | $72.29 |
| 2025 Q2 | ADDED | 766,624 | +573 | +0.1% | 3.89% | $51.4M | $66.71 |
| 2025 Q1 | REDUCED | 766,051 | -3,929 | -0.5% | 3.85% | $46.3M | $60.04 |
| 2024 Q4 | REDUCED | 769,980 | -11,964 | -1.5% | 4.12% | $49.1M | $63.14 |
| 2024 Q3 | ADDED | 781,944 | +1,452 | +0.2% | 4.06% | $44.6M | $61.40 |
| 2024 Q2 | REDUCED | 780,492 | -1,452 | -0.2% | 4.30% | $45.9M | $57.94 |
| 2024 Q1 | REDUCED | 781,944 | -7,007 | -0.9% | 4.06% | $44.6M | $55.95 |
| 2023 Q4 | REDUCED | 788,951 | -12,726 | -1.6% | 3.75% | $40.9M | $50.78 |
| 2023 Q3 | ADDED | 801,677 | +9,724 | +1.2% | 3.72% | $37.3M | $45.40 |
As of 2025 Q4 — sorted by position size