DFSV — DIMENSIONAL ETF TRUST

Ownership history in Abel Hall, LLC · 9 quarters on record

This page tracks every 13F SEC filing in which Abel Hall, LLC reported a position in DIMENSIONAL ETF TRUST (DFSV). 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.

Peak position

5.84% (2023 Q4)

Avg. % of fund

4.71%

First filed

2023 Q4

Last filed

2025 Q4

Quarters held

9

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	319,571	+12,352	+4.0%	2.45%	$10.5M	$32.89
2025 Q3	ADDED	307,219	+27,235	+9.7%	3.95%	$9.8M	$31.71
2025 Q2	REDUCED	279,984	-9,420	-3.3%	3.81%	$8.2M	$29.18
2025 Q1	ADDED	289,404	+26,296	+10.0%	4.92%	$8.1M	$27.78

% of Fund (quarterly) DFSV price (monthly, adj. close)

Other funds also holding DFSV

As of 2025 Q4 — sorted by position size

Hassell Wealth Management, LLC 3Y 8.78% Arista Wealth Management, LLC 3Y 8.41% Seaside Wealth Management, Inc. 3Y 8.33% Oceanside Advisors LLC 8.07% SENTINEL WEALTH MANAGEMENT, INC. 6.97% Leading Edge Financial Planning LLC 3Y 6.92% von Borstel & Associates, Inc. 6.46% Stordahl Capital Management, Inc. 3Y 7Y 6.3% Physician Wealth Solutions Inc. 5.98% Grunden Financial Advisory, Inc. 5.96%

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