DISV — 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 (DISV). 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

2.69% (2023 Q4)

Avg. % of fund

2.26%

First filed

2023 Q4

Last filed

2025 Q4

Quarters held

9

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	137,899	-384	-0.3%	1.22%	$5.2M	$38.00
2025 Q3	ADDED	138,283	+5,540	+4.2%	1.99%	$4.9M	$35.46
2025 Q2	REDUCED	132,743	-7,251	-5.2%	2.02%	$4.4M	$32.54
2025 Q1	ADDED	139,994	+2,292	+1.7%	2.46%	$4.1M	$28.28

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

Other funds also holding DISV

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 13.82% MB Generational Wealth, LLC 8.77% GREAT OAK CAPITAL PARTNERS, LLC 7.95% FISCHER INVESTMENT STRATEGIES, LLC 5.85% Integris Wealth Management, LLC 3Y 5.57% Equita Financial Network, Inc. 5.54% Shotwell Rutter Baer Inc 5.31% Keyes, Stange & Wooten Wealth Management, LLC 5.16% Meritas Wealth Management, LLC 5.16% Financial Architects, LLC 5.06%

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